Kovack Advisors
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Kovack Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Kovack Advisors’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 		$1.98M Buy
85,390
+67,042
+365% +$1.56M 0.09% 214
2026
Q1 		$443K Buy
+18,348
New +$426K 0.02% 625

Other funds holding SEIX

Destiny Wealth Partners
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
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 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 $9.7B 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

Kovack Advisors's SEIX Position: Q2 2026 in Review

Kovack Advisors increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 365% in Q2 2026, buying an estimated $1.56M and bringing the position to 85,390 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #214.

Kovack Advisors first reported a position in SEIX in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Kovack Advisors held 85,390 shares of Virtus SEIX Senior Loan ETF worth $1.98M as of Q2 2026.
  • Kovack Advisors bought 67,042 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $1.56M.
  • Virtus SEIX Senior Loan ETF made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #214 holding.
  • Kovack Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q1 2026 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 Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.