Jones Financial Companies
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Jones Financial Companies’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Jones Financial Companies’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 		$10.4K Buy
+448
New +$10.4K ﹤0.01% 3769
2026
Q1 		– Sell
-91
Closed -$2.12K – 4898
2025
Q4 		$2.12K Buy
+91
New +$2.13K ﹤0.01% 3801

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AE Wealth Management
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
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Foundations Investment Advisors
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
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Jones Financial Companies's SEIX Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 448 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #3769 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in SEIX as recently as Q4 2025.

Jones Financial Companies first reported a position in SEIX in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Jones Financial Companies held 448 shares of Virtus SEIX Senior Loan ETF worth $10.4K as of Q2 2026.
  • Virtus SEIX Senior Loan ETF was a new Jones Financial Companies position in Q2 2026.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3769 holding.
  • Jones Financial Companies first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.