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
Q1 		– Sell
-91
Closed -$2.12K – 4898
2025
Q4 		$2.12K Buy
+91
New +$2.13K ﹤0.01% 3801

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jones Financial Companies's SEIX Position: Q1 2026 in Review

Jones Financial Companies sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 91 shares — an estimated $2.12K sold.

Jones Financial Companies first reported a position in SEIX in Q4 2025 and held it in 1 quarter. The position peaked at $2.12K in Q4 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Jones Financial Companies reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 91 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $2.12K.
  • Jones Financial Companies first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Virtus SEIX Senior Loan ETF position peaked at $2.12K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.