Foundations Investment Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Foundations Investment Advisors’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
2026 Q2	$4.43M	Sell	191,365 -25,852	-12%	-$600K	0.05%	271
2026 Q1	$5.01M	Sell	217,217 -32,007	-13%	-$743K	0.06%	223
2025 Q4	$5.82M	Buy	249,224 +29,517	+13%	+$692K	0.08%	203
2025 Q3	$5.18M	Buy	219,707 +10,995	+5%	+$260K	0.08%	207
2025 Q2	$4.92M	Sell	208,712 -31,469	-13%	-$737K	0.08%	204
2025 Q1	$5.67M	Buy	240,181 +5,869	+3%	+$140K	0.1%	188
2024 Q4	$5.61M	Buy	234,312 +47,934	+26%	+$1.15M	0.11%	173
2024 Q3	$4.44M	Buy	186,378 +23,493	+14%	+$560K	0.09%	187
2024 Q2	$3.88M	Buy	+162,885	New	+$3.9M	0.09%	172

Other funds holding SEIX

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foundations Investment Advisors's SEIX Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 12% in Q2 2026, selling an estimated $600K and leaving 191,365 shares worth $4.43M. The position accounts for 0.05% of the portfolio, ranked #271.

Foundations Investment Advisors first reported a position in SEIX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.82M in Q4 2025. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Foundations Investment Advisors held 191,365 shares of Virtus SEIX Senior Loan ETF worth $4.43M as of Q2 2026.
Foundations Investment Advisors sold 25,852 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $600K.
Virtus SEIX Senior Loan ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #271 holding.
Foundations Investment Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Virtus SEIX Senior Loan ETF position peaked at $5.82M in Q4 2025.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.