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 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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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