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 Q2	$4.72M	Buy	+203,966	New	+$4.74M	1.79%	12

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Navis Wealth Advisors opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 203,966 shares worth $4.72M. The stake represents 1.79% of the portfolio and ranks #12 among its holdings.

71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Navis Wealth Advisors held 203,966 shares of Virtus SEIX Senior Loan ETF worth $4.72M as of Q2 2026.
Virtus SEIX Senior Loan ETF was a new Navis Wealth Advisors position in Q2 2026.
Virtus SEIX Senior Loan ETF made up 1.79% of Navis Wealth Advisors's portfolio in Q2 2026, its #12 holding.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

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