FIA
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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
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 $914M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return