IP
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Ignite Planners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Ignite Planners’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
Q3 		$4.45M Sell
192,150
-174,716
-48% -$4.06M 0.58% 39
2026
Q2 		$8.51M Buy
366,866
+8,787
+2% +$204K 1.17% 15
2026
Q1 		$8.28M Buy
358,079
+17,478
+5% +$406K 1.28% 13
2025
Q4 		$7.91M Buy
340,601
+7,475
+2% +$175K 1.21% 13
2025
Q3 		$7.86M Sell
333,126
-9,811
-3% -$232K 1.29% 13
2025
Q2 		$8.14M Buy
342,937
+23,364
+7% +$547K 1.42% 11
2025
Q1 		$7.46M Buy
319,573
+37,379
+13% +$892K 1.46% 11
2024
Q4 		$6.76M Buy
282,194
+6,260
+2% +$150K 1.48% 14
2024
Q3 		$6.57M Buy
275,934
+15,946
+6% +$380K 1.5% 13
2024
Q2 		$6.2M Buy
259,988
+41,509
+19% +$993K 1.51% 12
2024
Q1 		$5.25M Buy
218,479
+60,947
+39% +$1.47M 1.47% 12
2023
Q4 		$3.77M Buy
157,532
+47,030
+43% +$1.12M 1.12% 19
2023
Q3 		$2.63M Buy
+110,502
New +$2.63M 0.8% 22

Other funds holding SEIX

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners's SEIX Position: Q3 2026 in Review

Ignite Planners reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 48% in Q3 2026, selling an estimated $4.06M and leaving 192,150 shares worth $4.45M. The position accounts for 0.58% of the portfolio, ranked #39.

Ignite Planners first reported a position in SEIX in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.51M in Q2 2026. 5 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

  • Ignite Planners held 192,150 shares of Virtus SEIX Senior Loan ETF worth $4.45M as of Q3 2026.
  • Ignite Planners sold 174,716 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $4.06M.
  • Virtus SEIX Senior Loan ETF made up 0.58% of Ignite Planners's portfolio in Q3 2026, its #39 holding.
  • Ignite Planners first reported a position in Virtus SEIX Senior Loan ETF in Q3 2023 and has held it in 13 quarters since.
  • Ignite Planners's Virtus SEIX Senior Loan ETF position peaked at $8.51M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.