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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
Q2 		– Sell
-620
Closed -$14.3K – 1291
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 $709M AUM 19.96% 1-Year Est. Return
AWM
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 $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
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

Medallion Wealth Advisors's SEIX Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 620 shares — an estimated $14.3K sold.

Medallion Wealth Advisors first reported a position in SEIX in Q2 2025 and held it in 4 quarters. The position peaked at $14.6K in Q3 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 620 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $14.3K.
  • Medallion Wealth Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q2 2025 and held it in 4 quarters.
  • Medallion Wealth Advisors's Virtus SEIX Senior Loan ETF position peaked at $14.6K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.