Kestra Advisory Services
SEIX icon

Kestra Advisory Services’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Kestra Advisory Services’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
-29,061
Closed -$678K – 4195
2025
Q4 		$678K Buy
29,061
+2,536
+10% +$59.5K ﹤0.01% 1934
2025
Q3 		$626K Sell
26,525
-153,255
-85% -$3.62M ﹤0.01% 1903
2025
Q2 		$4.24M Buy
179,780
+16,497
+10% +$386K 0.02% 720
2025
Q1 		$3.86M Sell
163,283
-779
-0.5% -$18.6K 0.02% 676
2024
Q4 		$3.93M Buy
164,062
+155,032
+1,717% +$3.71M 0.02% 675
2024
Q3 		$215K Sell
9,030
-671
-7% -$16K ﹤0.01% 2328
2024
Q2 		$231K Buy
+9,701
New +$232K ﹤0.01% 2300

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kestra Advisory Services's SEIX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 29,061 shares — an estimated $678K sold.

Kestra Advisory Services first reported a position in SEIX in Q2 2024 and held it in 7 quarters. The position peaked at $4.24M in Q2 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Kestra Advisory Services reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 29,061 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $678K.
  • Kestra Advisory Services first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 7 quarters.
  • Kestra Advisory Services's Virtus SEIX Senior Loan ETF position peaked at $4.24M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.