RDA Financial Network’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

RDA Financial Network’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	–	Sell	-8,700	Closed	-$201K	–	302
2026 Q1	$201K	Sell	8,700 -742	-8%	-$17.2K	0.05%	270
2025 Q4	$220K	Sell	9,442 -50,612	-84%	-$1.19M	0.05%	244
2025 Q3	$1.42M	Buy	60,054 +1,476	+3%	+$34.9K	0.35%	90
2025 Q2	$1.38M	Buy	58,578 +467	+0.8%	+$10.9K	0.37%	84
2025 Q1	$1.37M	Buy	58,111 +1,444	+3%	+$34.5K	0.41%	79
2024 Q4	$1.36M	Buy	+56,667	New	+$1.36M	0.4%	78

Other funds holding SEIX

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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 $769M AUM 18.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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 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

RDA Financial Network's SEIX Position: Q2 2026 in Review

RDA Financial Network sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 8,700 shares — an estimated $201K sold.

RDA Financial Network first reported a position in SEIX in Q4 2024 and held it in 6 quarters. The position peaked at $1.42M in Q3 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

RDA Financial Network reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
RDA Financial Network sold 8,700 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $201K.
RDA Financial Network first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and held it in 6 quarters.
RDA Financial Network's Virtus SEIX Senior Loan ETF position peaked at $1.42M in Q3 2025.
70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.