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 Q3	$595K	Sell	25,687 -900	-3%	-$20.9K	0.01%	917
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Independent Financial Group's SEIX Position: Q3 2026 in Review

Independent Financial Group reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 3.4% in Q3 2026, selling an estimated $20.9K and leaving 25,687 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #917.

Independent Financial Group first reported a position in SEIX in Q3 2024 and has held it in 9 quarters since. The position peaked at $615K in Q2 2026. 5 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

Independent Financial Group held 25,687 shares of Virtus SEIX Senior Loan ETF worth $595K as of Q3 2026.
Independent Financial Group sold 900 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $20.9K.
Virtus SEIX Senior Loan ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #917 holding.
Independent Financial Group first reported a position in Virtus SEIX Senior Loan ETF in Q3 2024 and has held it in 9 quarters since.
Independent Financial Group's Virtus SEIX Senior Loan ETF position peaked at $615K in Q2 2026.
5 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.