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Kerntke Otto McGlone Wealth Management Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-208,032
Closed -$4.98M – 84
2024
Q4 		$4.98M Buy
208,032
+158,222
+318% +$3.79M 3.68% 10
2024
Q3 		$1.19M Buy
+49,810
New +$1.19M 0.99% 23

Other funds holding SEIX

VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's SEIX Position: Q1 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2025, closing a stake of 208,032 shares — an estimated $4.98M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SEIX in Q3 2024 and held it in 2 quarters. The position peaked at $4.98M in Q4 2024. 68 funds tracked by Wall St. Rank hold SEIX as of Q1 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 208,032 Virtus SEIX Senior Loan ETF shares in Q1 2025, an estimated $4.98M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Virtus SEIX Senior Loan ETF in Q3 2024 and held it in 2 quarters.
  • Kerntke Otto McGlone Wealth Management Group's Virtus SEIX Senior Loan ETF position peaked at $4.98M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.