J. M. Brown & Associates’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

J. M. Brown & Associates’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	$425K	Buy	+18,375	New	+$427K	0.24%	114

Other funds holding SEIX

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

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

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

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

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

Cambridge Investment Research Advisors

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

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

J. M. Brown & Associates's SEIX Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 18,375 shares worth $425K. The stake represents 0.24% of the portfolio and ranks #114 among its holdings.

71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

J. M. Brown & Associates held 18,375 shares of Virtus SEIX Senior Loan ETF worth $425K as of Q2 2026.
Virtus SEIX Senior Loan ETF was a new J. M. Brown & Associates position in Q2 2026.
Virtus SEIX Senior Loan ETF made up 0.24% of J. M. Brown & Associates's portfolio in Q2 2026, its #114 holding.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.