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Moloney Securities Asset Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Moloney Securities Asset 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
2025
Q3 		– Sell
-9,134
Closed -$215K – 524
2025
Q2 		$215K Buy
+9,134
New +$214K 0.03% 427

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moloney Securities Asset Management's SEIX Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2025, closing a stake of 9,134 shares — an estimated $215K sold.

Moloney Securities Asset Management first reported a position in SEIX in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 74 funds tracked by Wall St. Rank hold SEIX as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 9,134 Virtus SEIX Senior Loan ETF shares in Q3 2025, an estimated $215K.
  • Moloney Securities Asset Management first reported a position in Virtus SEIX Senior Loan ETF in Q2 2025 and held it in 1 quarter.
  • Moloney Securities Asset Management's Virtus SEIX Senior Loan ETF position peaked at $215K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.