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Pinnacle Financial Partners (Georgia)’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$618K Sell
26,724
-13,483
-34% -$313K ﹤0.01% 786
2026
Q1 		$927K Buy
40,207
+2,075
+5% +$48.1K 0.01% 632
2025
Q4 		$890K Buy
+38,132
New +$894K 0.01% 637

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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AF
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
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
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
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s SEIX Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 34% in Q2 2026, selling an estimated $313K and leaving 26,724 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Pinnacle Financial Partners (Georgia) first reported a position in SEIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $927K in Q1 2026. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 26,724 shares of Virtus SEIX Senior Loan ETF worth $618K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 13,483 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $313K.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #786 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Virtus SEIX Senior Loan ETF position peaked at $927K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.