SA
SEIX icon

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 $363M AUM 34.89% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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. 68 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.
  • 68 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.