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 Q2	–	Sell	-165,937	Closed	-$3.85M	–	7
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 $709M AUM 19.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Illumine Investment Management's SEIX Position: Q2 2026 in Review

Illumine Investment Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 165,937 shares — an estimated $3.85M sold.

Illumine Investment Management first reported a position in SEIX in Q4 2024 and held it in 6 quarters. The position peaked at $3.83M in Q1 2026. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Illumine Investment Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 165,937 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $3.85M.
Illumine Investment Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's Virtus SEIX Senior Loan ETF position peaked at $3.83M in Q1 2026.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.