SA
SEIX icon

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

Scarborough 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
2026
Q2 		– Sell
-5,430
Closed -$125K – 588
2026
Q1 		$125K Buy
5,430
+48
+0.9% +$1.11K 0.01% 172
2025
Q4 		$126K Buy
5,382
+3,313
+160% +$77.7K 0.02% 104
2025
Q3 		$48.8K Buy
+2,069
New +$48.9K 0.01% 142

Other funds holding SEIX

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
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Envestnet Asset Management
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
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
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Scarborough Advisors's SEIX Position: Q2 2026 in Review

Scarborough Advisors sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 5,430 shares — an estimated $125K sold.

Scarborough Advisors first reported a position in SEIX in Q3 2025 and held it in 3 quarters. The position peaked at $126K in Q4 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Scarborough Advisors reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 5,430 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $125K.
  • Scarborough Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q3 2025 and held it in 3 quarters.
  • Scarborough Advisors's Virtus SEIX Senior Loan ETF position peaked at $126K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.