Independent Financial Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Independent Financial Group’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	$615K	Buy	26,587 +4,978	+23%	+$116K	0.01%	893
2026 Q1	$498K	Sell	21,609 -227	-1%	-$5.27K	0.01%	934
2025 Q4	$510K	Sell	21,836 -169	-0.8%	-$3.96K	0.01%	892
2025 Q3	$519K	Sell	22,005 -210	-0.9%	-$4.96K	0.01%	837
2025 Q2	$523K	Buy	22,215 +8,556	+63%	+$200K	0.01%	762
2025 Q1	$322K	Buy	13,659 +2,432	+22%	+$58K	0.01%	902
2024 Q4	$269K	Buy	11,227 +473	+4%	+$11.3K	0.01%	941
2024 Q3	$256K	Buy	+10,754	New	+$256K	0.01%	938

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

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Independent Financial Group's SEIX Position: Q2 2026 in Review

Independent Financial Group increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 23% in Q2 2026, buying an estimated $116K and bringing the position to 26,587 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #893.

Independent Financial Group first reported a position in SEIX in Q3 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Independent Financial Group held 26,587 shares of Virtus SEIX Senior Loan ETF worth $615K as of Q2 2026.
Independent Financial Group bought 4,978 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $116K.
Virtus SEIX Senior Loan ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #893 holding.
Independent Financial Group first reported a position in Virtus SEIX Senior Loan ETF in Q3 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.