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Sheets Smith Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Sheets Smith Wealth 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
2026
Q2 		$1.35M Buy
58,460
+95
+0.2% +$2.21K 0.14% 151
2026
Q1 		$1.35M Sell
58,365
-727
-1% -$16.9K 0.15% 144
2025
Q4 		$1.38M Buy
59,092
+674
+1% +$15.8K 0.15% 138
2025
Q3 		$1.38M Buy
58,418
+808
+1% +$19.1K 0.16% 135
2025
Q2 		$1.36M Sell
57,610
-2,418
-4% -$56.6K 0.16% 127
2025
Q1 		$1.42M Buy
60,028
+1,613
+3% +$38.5K 0.18% 121
2024
Q4 		$1.4M Sell
58,415
-104
-0.2% -$2.49K 0.17% 122
2024
Q3 		$1.39M Sell
58,519
-1,564
-3% -$37.3K 0.17% 124
2024
Q2 		$1.43M Buy
60,083
+2,416
+4% +$57.8K 0.17% 127
2024
Q1 		$1.38M Buy
57,667
+2,080
+4% +$50K 0.15% 135
2023
Q4 		$1.33M Sell
55,587
-452
-0.8% -$10.8K 0.19% 113
2023
Q3 		$1.34M Buy
56,039
+3,205
+6% +$76.4K 0.2% 108
2023
Q2 		$1.25M Buy
52,834
+2,007
+4% +$47.1K 0.18% 115
2023
Q1 		$1.2M Buy
50,827
+346
+0.7% +$8.18K 0.18% 116
2022
Q4 		$1.17M Sell
50,481
-339
-0.7% -$7.91K 0.18% 116
2022
Q3 		$1.18M Buy
50,820
+2,921
+6% +$68.7K 0.2% 112
2022
Q2 		$1.11M Buy
47,899
+9,914
+26% +$239K 0.18% 115
2022
Q1 		$937K Buy
+37,985
New +$944K 0.13% 148

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 $2.19B AUM 21.28% 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

Sheets Smith Wealth Management's SEIX Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 0.16% in Q2 2026, buying an estimated $2.21K and bringing the position to 58,460 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #151.

Sheets Smith Wealth Management first reported a position in SEIX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2024. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Sheets Smith Wealth Management held 58,460 shares of Virtus SEIX Senior Loan ETF worth $1.35M as of Q2 2026.
  • Sheets Smith Wealth Management bought 95 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $2.21K.
  • Virtus SEIX Senior Loan ETF made up 0.14% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Sheets Smith Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q1 2022 and has held it in 18 quarters since.
  • Sheets Smith Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $1.43M in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.