Pasadena Private Wealth’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Pasadena Private Wealth’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	$959K	Buy	+41,467	New	+$963K	0.12%	97

Other funds holding SEIX

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B 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 Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Pasadena Private Wealth's SEIX Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 41,467 shares worth $959K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings.

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

Pasadena Private Wealth held 41,467 shares of Virtus SEIX Senior Loan ETF worth $959K as of Q2 2026.
Virtus SEIX Senior Loan ETF was a new Pasadena Private Wealth position in Q2 2026.
Virtus SEIX Senior Loan ETF made up 0.12% of Pasadena Private Wealth's portfolio in Q2 2026, its #97 holding.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.