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FLP Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

FLP Wealth Management’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$379 – 370
2024
Q4 		$379 Buy
+16
New +$383 ﹤0.01% 433

Other funds holding SEIX

VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.51% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FLP Wealth Management's SEIX Position: Q1 2025 in Review

FLP Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2025, closing a stake of 16 shares — an estimated $379 sold.

FLP Wealth Management first reported a position in SEIX in Q4 2024 and held it in 1 quarter. The position peaked at $379 in Q4 2024. 70 funds tracked by Wall St. Rank hold SEIX as of Q1 2025.

  • FLP Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 16 Virtus SEIX Senior Loan ETF shares in Q1 2025, an estimated $379.
  • FLP Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $379 in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.