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Integrated Wealth Concepts’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Integrated Wealth Concepts’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
2025
Q4 		– Sell
-55,591
Closed -$1.31M – 1979
2025
Q3 		$1.31M Buy
55,591
+1,350
+2% +$31.9K 0.01% 850
2025
Q2 		$1.28M Buy
54,241
+4,852
+10% +$114K 0.01% 795
2025
Q1 		$1.17M Buy
49,389
+5,460
+12% +$130K 0.01% 767
2024
Q4 		$1.05M Buy
43,929
+13,978
+47% +$335K 0.01% 784
2024
Q3 		$713K Buy
29,951
+1,526
+5% +$36.4K 0.01% 941
2024
Q2 		$677K Buy
28,425
+1,442
+5% +$34.5K 0.01% 924
2024
Q1 		$647K Buy
+26,983
New +$649K 0.01% 936

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Integrated Wealth Concepts's SEIX Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2025, closing a stake of 55,591 shares — an estimated $1.31M sold.

Integrated Wealth Concepts first reported a position in SEIX in Q1 2024 and held it in 7 quarters. The position peaked at $1.31M in Q3 2025. 77 funds tracked by Wall St. Rank hold SEIX as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 55,591 Virtus SEIX Senior Loan ETF shares in Q4 2025, an estimated $1.31M.
  • Integrated Wealth Concepts first reported a position in Virtus SEIX Senior Loan ETF in Q1 2024 and held it in 7 quarters.
  • Integrated Wealth Concepts's Virtus SEIX Senior Loan ETF position peaked at $1.31M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.