PWM
SEIX icon

Prosperity Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Prosperity Wealth Management’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
Q2 		– Sell
-10,969
Closed -$259K – 272
2025
Q1 		$259K Sell
10,969
-197
-2% -$4.7K 0.12% 168
2024
Q4 		$267K Buy
11,166
+137
+1% +$3.28K 0.11% 162
2024
Q3 		$263K Buy
11,029
+220
+2% +$5.24K 0.1% 147
2024
Q2 		$258K Buy
+10,809
New +$259K 0.13% 144

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prosperity Wealth Management's SEIX Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2025, closing a stake of 10,969 shares — an estimated $259K sold.

Prosperity Wealth Management first reported a position in SEIX in Q2 2024 and held it in 4 quarters. The position peaked at $267K in Q4 2024. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • Prosperity Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 10,969 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $259K.
  • Prosperity Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 4 quarters.
  • Prosperity Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $267K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.