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Meramec Financial Planners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Meramec Financial Planners’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 		$32.6K Hold
1,406
– – 0.01% 269
2026
Q1 		$32.5K Hold
1,406
– – 0.01% 235
2025
Q4 		$32.6K Buy
+1,406
New +$33K 0.01% 239

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

Meramec Financial Planners's SEIX Position: Q2 2026 in Review

Meramec Financial Planners held its Virtus SEIX Senior Loan ETF (SEIX) position steady in Q2 2026 at 1,406 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Meramec Financial Planners first reported a position in SEIX in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Meramec Financial Planners held 1,406 shares of Virtus SEIX Senior Loan ETF worth $32.6K as of Q2 2026.
  • Meramec Financial Planners left its Virtus SEIX Senior Loan ETF share count unchanged in Q2 2026.
  • Virtus SEIX Senior Loan ETF made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #269 holding.
  • Meramec Financial Planners first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.