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NWAM LLC’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

NWAM LLC’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
Q2 		– Sell
-23,974
Closed -$566K – 632
2025
Q1 		$566K Buy
+23,974
New +$572K 0.05% 290

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NWAM LLC's SEIX Position: Q2 2025 in Review

NWAM LLC sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2025, closing a stake of 23,974 shares — an estimated $566K sold.

NWAM LLC first reported a position in SEIX in Q1 2025 and held it in 1 quarter. The position peaked at $566K in Q1 2025. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • NWAM LLC reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • NWAM LLC sold 23,974 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $566K.
  • NWAM LLC first reported a position in Virtus SEIX Senior Loan ETF in Q1 2025 and held it in 1 quarter.
  • NWAM LLC's Virtus SEIX Senior Loan ETF position peaked at $566K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.