Gradient Investments
SEIX icon

Gradient Investments’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-401
Closed -$9.56K – 1095
2024
Q2 		$9.56K Buy
+401
New +$9.6K ﹤0.01% 745

Other funds holding SEIX

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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Gradient Investments's SEIX Position: Q3 2024 in Review

Gradient Investments sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2024, closing a stake of 401 shares — an estimated $9.56K sold.

Gradient Investments first reported a position in SEIX in Q2 2024 and held it in 1 quarter. The position peaked at $9.56K in Q2 2024. 49 funds tracked by Wall St. Rank hold SEIX as of Q3 2024.

  • Gradient Investments reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 401 Virtus SEIX Senior Loan ETF shares in Q3 2024, an estimated $9.56K.
  • Gradient Investments first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Virtus SEIX Senior Loan ETF position peaked at $9.56K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.