Navis Wealth Advisors
SEIX icon

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

Navis 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
Q3 		$4.73M Hold
203,966
– – 1.76% 12
2026
Q2 		$4.72M Buy
+203,966
New +$4.74M 1.79% 12

Other funds holding SEIX

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Virtus Fixed Income Advisers
Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Navis Wealth Advisors's SEIX Position: Q3 2026 in Review

Navis Wealth Advisors held its Virtus SEIX Senior Loan ETF (SEIX) position steady in Q3 2026 at 203,966 shares worth $4.73M. The position accounts for 1.76% of the portfolio, ranked #12.

Navis Wealth Advisors first reported a position in SEIX in Q2 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

  • Navis Wealth Advisors held 203,966 shares of Virtus SEIX Senior Loan ETF worth $4.73M as of Q3 2026.
  • Navis Wealth Advisors left its Virtus SEIX Senior Loan ETF share count unchanged in Q3 2026.
  • Virtus SEIX Senior Loan ETF made up 1.76% of Navis Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Navis Wealth Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q2 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.