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Principal Securities’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,605
Closed -$37.9K – 3140
2025
Q3 		$37.9K Sell
1,605
-3,969
-71% -$93.8K ﹤0.01% 2087
2025
Q2 		$131K Buy
5,574
+4,585
+464% +$107K ﹤0.01% 1420
2025
Q1 		$23.7K Hold
989
– – ﹤0.01% 2113
2024
Q4 		$23.7K Sell
989
-2,087
-68% -$50K ﹤0.01% 2108
2024
Q3 		$73.2K Buy
3,076
+96
+3% +$2.29K ﹤0.01% 1531
2024
Q2 		$71K Buy
2,980
+100
+3% +$2.39K ﹤0.01% 1452
2024
Q1 		$69K Hold
2,880
– – ﹤0.01% 1428
2023
Q4 		$68.9K Buy
+2,880
New +$68.8K ﹤0.01% 1340

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Principal Securities's SEIX Position: Q4 2025 in Review

Principal Securities sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2025, closing a stake of 1,605 shares — an estimated $37.9K sold.

Principal Securities first reported a position in SEIX in Q4 2023 and held it in 8 quarters. The position peaked at $131K in Q2 2025. 77 funds tracked by Wall St. Rank hold SEIX as of Q4 2025.

  • Principal Securities reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,605 Virtus SEIX Senior Loan ETF shares in Q4 2025, an estimated $37.9K.
  • Principal Securities first reported a position in Virtus SEIX Senior Loan ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Virtus SEIX Senior Loan ETF position peaked at $131K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.