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Sound Income Strategies’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Sound Income Strategies’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
Q3 		$27.6M Buy
+1,191,584
New +$27.7M 1.23% 13

Other funds holding SEIX

AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Sound Income Strategies's SEIX Position: Q3 2026 in Review

Sound Income Strategies opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q3 2026: 1,191,584 shares worth $27.6M. The stake represents 1.23% of the portfolio and ranks #13 among its holdings.

9 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

  • Sound Income Strategies held 1,191,584 shares of Virtus SEIX Senior Loan ETF worth $27.6M as of Q3 2026.
  • Virtus SEIX Senior Loan ETF was a new Sound Income Strategies position in Q3 2026.
  • Virtus SEIX Senior Loan ETF made up 1.23% of Sound Income Strategies's portfolio in Q3 2026, its #13 holding.
  • 9 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.