Prospera Financial Services
SEIX icon

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
AE Wealth Management
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 $769M AUM 18.29% 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 22.9% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Foundations Investment Advisors
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

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. 70 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.
  • 70 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.