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Illumine Investment Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Illumine Investment Management’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 		$3.83M Buy
165,937
+3,334
+2% +$77.4K 2.94% 5
2025
Q4 		$3.8M Buy
162,603
+2,554
+2% +$59.9K 2.77% 8
2025
Q3 		$3.78M Buy
160,049
+6,468
+4% +$153K 2.69% 10
2025
Q2 		$3.62M Sell
153,581
-498
-0.3% -$11.7K 2.88% 9
2025
Q1 		$3.64M Buy
154,079
+13,004
+9% +$310K 2.98% 8
2024
Q4 		$3.38M Buy
+141,075
New +$3.38M 2.78% 7

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

Illumine Investment Management's SEIX Position: Q1 2026 in Review

Illumine Investment Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 2.1% in Q1 2026, buying an estimated $77.4K and bringing the position to 165,937 shares worth $3.83M. The position accounts for 2.94% of the portfolio, ranked #5.

Illumine Investment Management first reported a position in SEIX in Q4 2024 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Illumine Investment Management held 165,937 shares of Virtus SEIX Senior Loan ETF worth $3.83M as of Q1 2026.
  • Illumine Investment Management bought 3,334 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $77.4K.
  • Virtus SEIX Senior Loan ETF made up 2.94% of Illumine Investment Management's portfolio in Q1 2026, its #5 holding.
  • Illumine Investment Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.