RFN
SEIX icon

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

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return