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

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return