Sanctuary Advisors
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Sanctuary Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Sanctuary Advisors’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
Q1 		– Sell
-59,258
Closed -$1.42M – 2419
2024
Q4 		$1.42M Buy
59,258
+112
+0.2% +$2.68K 0.01% 1052
2024
Q3 		$1.42M Sell
59,146
-1,178
-2% -$28.1K 0.01% 1078
2024
Q2 		$1.44M Buy
+60,324
New +$1.44M 0.01% 992

Other funds holding SEIX

VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors's SEIX Position: Q1 2025 in Review

Sanctuary Advisors sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2025, closing a stake of 59,258 shares — an estimated $1.42M sold.

Sanctuary Advisors first reported a position in SEIX in Q2 2024 and held it in 3 quarters. The position peaked at $1.44M in Q2 2024. 70 funds tracked by Wall St. Rank hold SEIX as of Q1 2025.

  • Sanctuary Advisors reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 59,258 Virtus SEIX Senior Loan ETF shares in Q1 2025, an estimated $1.42M.
  • Sanctuary Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Virtus SEIX Senior Loan ETF position peaked at $1.44M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.