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Medallion Wealth Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Medallion Wealth 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
Q1 		$14.3K Hold
620
– – ﹤0.01% 715
2025
Q4 		$14.5K Hold
620
– – ﹤0.01% 695
2025
Q3 		$14.6K Hold
620
– – 0.01% 692
2025
Q2 		$14.6K Buy
+620
New +$14.5K 0.01% 680

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $729M AUM 24.39% 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 $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

Medallion Wealth Advisors's SEIX Position: Q1 2026 in Review

Medallion Wealth Advisors held its Virtus SEIX Senior Loan ETF (SEIX) position steady in Q1 2026 at 620 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Medallion Wealth Advisors first reported a position in SEIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.6K in Q3 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Medallion Wealth Advisors held 620 shares of Virtus SEIX Senior Loan ETF worth $14.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Virtus SEIX Senior Loan ETF share count unchanged in Q1 2026.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #715 holding.
  • Medallion Wealth Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Virtus SEIX Senior Loan ETF position peaked at $14.6K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.