MAI Capital Management
SEIX icon

MAI Capital Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

MAI Capital Management’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 		– Sell
-40
Closed -$923 – 4253
2026
Q1 		$923 Sell
40
-2,432
-98% -$56.4K ﹤0.01% 4209
2025
Q4 		$57.7K Buy
+2,472
New +$58K ﹤0.01% 1930

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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 $2.21B 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 $9.72B 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

MAI Capital Management's SEIX Position: Q2 2026 in Review

MAI Capital Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 40 shares — an estimated $923 sold.

MAI Capital Management first reported a position in SEIX in Q4 2025 and held it in 2 quarters. The position peaked at $57.7K in Q4 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • MAI Capital Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 40 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $923.
  • MAI Capital Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Virtus SEIX Senior Loan ETF position peaked at $57.7K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.