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Richardson Capital Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Richardson Capital 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
Q4 		– Sell
-1,265
Closed -$29.8K – 266
2025
Q3 		$29.8K Buy
+1,265
New +$29.9K 0.01% 121

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
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
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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Richardson Capital Management's SEIX Position: Q4 2025 in Review

Richardson Capital Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2025, closing a stake of 1,265 shares — an estimated $29.8K sold.

Richardson Capital Management first reported a position in SEIX in Q3 2025 and held it in 1 quarter. The position peaked at $29.8K in Q3 2025. 77 funds tracked by Wall St. Rank hold SEIX as of Q4 2025.

  • Richardson Capital Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Richardson Capital Management sold 1,265 Virtus SEIX Senior Loan ETF shares in Q4 2025, an estimated $29.8K.
  • Richardson Capital Management first reported a position in Virtus SEIX Senior Loan ETF in Q3 2025 and held it in 1 quarter.
  • Richardson Capital Management's Virtus SEIX Senior Loan ETF position peaked at $29.8K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2025.

Based on Richardson Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.