Prospera Financial Services’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Prospera Financial Services’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	$402K	Buy	17,377 +785	+5%	+$18.2K	0.01%	1126
2026 Q1	$383K	Buy	16,592 +1,815	+12%	+$42.1K	0.01%	1108
2025 Q4	$345K	Buy	14,777 +829	+6%	+$19.4K	0.01%	1086
2025 Q3	$329K	Buy	13,948 +634	+5%	+$15K	0.01%	1112
2025 Q2	$314K	Buy	13,314 +803	+6%	+$18.8K	0.01%	1087
2025 Q1	$296K	Buy	12,511 +1,703	+16%	+$40.6K	0.01%	993
2024 Q4	$259K	Buy	+10,808	New	+$259K	0.01%	987

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

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 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 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

Prospera Financial Services's SEIX Position: Q2 2026 in Review

Prospera Financial Services increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 4.7% in Q2 2026, buying an estimated $18.2K and bringing the position to 17,377 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1126.

Prospera Financial Services first reported a position in SEIX in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Prospera Financial Services held 17,377 shares of Virtus SEIX Senior Loan ETF worth $402K as of Q2 2026.
Prospera Financial Services bought 785 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $18.2K.
Virtus SEIX Senior Loan ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1126 holding.
Prospera Financial Services first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.