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Stratos Wealth Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Stratos Wealth 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 		$1.73M Buy
74,918
+7,183
+11% +$167K 0.1% 205
2026
Q1 		$1.56M Sell
67,735
-8,144
-11% -$189K 0.1% 207
2025
Q4 		$1.77M Sell
75,879
-4,736
-6% -$111K 0.09% 230
2025
Q3 		$1.9M Buy
80,615
+2,355
+3% +$55.7K 0.09% 227
2025
Q2 		$1.84M Buy
78,260
+15,473
+25% +$362K 0.1% 221
2025
Q1 		$1.48M Buy
62,787
+2,628
+4% +$62.7K 0.08% 243
2024
Q4 		$1.44M Buy
60,159
+3,293
+6% +$78.9K 0.07% 273
2024
Q3 		$1.35M Buy
56,866
+26,609
+88% +$634K 0.06% 302
2024
Q2 		$721K Buy
30,257
+3,698
+14% +$88.5K 0.04% 398
2024
Q1 		$636K Buy
26,559
+4,620
+21% +$111K 0.04% 414
2023
Q4 		$525K Buy
21,939
+8,594
+64% +$205K 0.03% 455
2023
Q3 		$319K Buy
13,345
+3,674
+38% +$87.6K 0.02% 515
2023
Q2 		$228K Buy
9,671
+731
+8% +$17.2K 0.02% 577
2023
Q1 		$211K Buy
+8,940
New +$211K 0.02% 568

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AWM
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 $729M AUM 24.39% 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 22.96% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
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

Stratos Wealth Advisors's SEIX Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 11% in Q2 2026, buying an estimated $167K and bringing the position to 74,918 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #205.

Stratos Wealth Advisors first reported a position in SEIX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.9M in Q3 2025. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Stratos Wealth Advisors held 74,918 shares of Virtus SEIX Senior Loan ETF worth $1.73M as of Q2 2026.
  • Stratos Wealth Advisors bought 7,183 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $167K.
  • Virtus SEIX Senior Loan ETF made up 0.1% of Stratos Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Stratos Wealth Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and has held it in 14 quarters since.
  • Stratos Wealth Advisors's Virtus SEIX Senior Loan ETF position peaked at $1.9M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.