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 Q3	–	Sell	-18,375	Closed	-$425K	–	170
2026 Q2	$425K	Buy	+18,375	New	+$427K	0.24%	114

Other funds holding SEIX

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

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Navis Wealth Advisors Rye Brook, New York $269M AUM 20.5% 1-Year Est. Return

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

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

J. M. Brown & Associates's SEIX Position: Q3 2026 in Review

J. M. Brown & Associates sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2026, closing a stake of 18,375 shares — an estimated $425K sold.

J. M. Brown & Associates first reported a position in SEIX in Q2 2026 and held it in 1 quarter. The position peaked at $425K in Q2 2026. 70 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

J. M. Brown & Associates reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2026 after selling out during the quarter.
J. M. Brown & Associates sold 18,375 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $425K.
J. M. Brown & Associates first reported a position in Virtus SEIX Senior Loan ETF in Q2 2026 and held it in 1 quarter.
J. M. Brown & Associates's Virtus SEIX Senior Loan ETF position peaked at $425K in Q2 2026.
70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.