Nations Financial Group
SEIX icon

Nations Financial Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Nations Financial Group’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 		$892K Sell
38,545
-2,915
-7% -$67.7K 0.04% 407
2026
Q1 		$956K Sell
41,460
-1,720
-4% -$39.9K 0.05% 380
2025
Q4 		$1.01M Sell
43,180
-5,817
-12% -$136K 0.05% 354
2025
Q3 		$1.16M Buy
48,997
+1,067
+2% +$25.2K 0.07% 287
2025
Q2 		$1.13M Sell
47,930
-2,261
-5% -$53K 0.08% 264
2025
Q1 		$1.19M Buy
50,191
+4,744
+10% +$113K 0.09% 247
2024
Q4 		$1.09M Buy
45,447
+15,183
+50% +$364K 0.08% 257
2024
Q3 		$720K Buy
30,264
+3,242
+12% +$77.3K 0.05% 350
2024
Q2 		$644K Buy
27,022
+6,851
+34% +$164K 0.05% 349
2024
Q1 		$483K Buy
20,171
+1,777
+10% +$42.7K 0.04% 420
2023
Q4 		$440K Buy
18,394
+1,046
+6% +$25K 0.04% 418
2023
Q3 		$414K Buy
17,348
+4,715
+37% +$112K 0.04% 410
2023
Q2 		$298K Buy
12,633
+2,203
+21% +$51.7K 0.03% 500
2023
Q1 		$246K Buy
+10,430
New +$247K 0.03% 530

Other funds holding SEIX

Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Virtus Fixed Income Advisers
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Navis Wealth Advisors
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B 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
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Nations Financial Group's SEIX Position: Q2 2026 in Review

Nations Financial Group reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 7% in Q2 2026, selling an estimated $67.7K and leaving 38,545 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #407.

Nations Financial Group first reported a position in SEIX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Nations Financial Group held 38,545 shares of Virtus SEIX Senior Loan ETF worth $892K as of Q2 2026.
  • Nations Financial Group sold 2,915 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $67.7K.
  • Virtus SEIX Senior Loan ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #407 holding.
  • Nations Financial Group first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
  • Nations Financial Group's Virtus SEIX Senior Loan ETF position peaked at $1.19M in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.