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Old Mission Capital’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Old Mission Capital’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
2024
Q4 		– Sell
-10,145
Closed -$241K – 1147
2024
Q3 		$241K Sell
10,145
-45,591
-82% -$1.09M ﹤0.01% 1040
2024
Q2 		$1.33M Buy
+55,736
New +$1.33M 0.02% 399
2022
Q2 		– Sell
-9,592
Closed -$237K – 1741
2022
Q1 		$237K Buy
+9,592
New +$238K 0.01% 986

Other funds holding SEIX

DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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 $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Old Mission Capital's SEIX Position: Q4 2024 in Review

Old Mission Capital sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2024, closing a stake of 10,145 shares — an estimated $241K sold.

Old Mission Capital first reported a position in SEIX in Q1 2022 and held it in 3 quarters. The position peaked at $1.33M in Q2 2024. 66 funds tracked by Wall St. Rank hold SEIX as of Q4 2024.

  • Old Mission Capital reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 10,145 Virtus SEIX Senior Loan ETF shares in Q4 2024, an estimated $241K.
  • Old Mission Capital first reported a position in Virtus SEIX Senior Loan ETF in Q1 2022 and held it in 3 quarters.
  • Old Mission Capital's Virtus SEIX Senior Loan ETF position peaked at $1.33M in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.