H6H
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Hightower 6M Holding’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Hightower 6M Holding’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
2022
Q3 		$5.96M Sell
257,666
-8,285
-3% -$195K 0.54% 26
2022
Q2 		$6.15M Sell
265,951
-7,965
-3% -$192K 0.52% 29
2022
Q1 		$6.76M Buy
+273,916
New +$6.81M 0.52% 31

Other funds holding SEIX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hightower 6M Holding's SEIX Position: Q3 2022 in Review

Hightower 6M Holding reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 3.1% in Q3 2022, selling an estimated $195K and leaving 257,666 shares worth $5.96M. The position accounts for 0.54% of the portfolio, ranked #26.

Hightower 6M Holding first reported a position in SEIX in Q1 2022 and has held it in 3 quarters since. The position peaked at $6.76M in Q1 2022. 17 funds tracked by Wall St. Rank hold SEIX as of Q3 2022.

  • Hightower 6M Holding held 257,666 shares of Virtus SEIX Senior Loan ETF worth $5.96M as of Q3 2022.
  • Hightower 6M Holding sold 8,285 Virtus SEIX Senior Loan ETF shares in Q3 2022, an estimated $195K.
  • Virtus SEIX Senior Loan ETF made up 0.54% of Hightower 6M Holding's portfolio in Q3 2022, its #26 holding.
  • Hightower 6M Holding first reported a position in Virtus SEIX Senior Loan ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's Virtus SEIX Senior Loan ETF position peaked at $6.76M in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.