J. M. Brown & Associates Inc.’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

J. M. Brown & Associates Inc.’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	$425K	Buy	+18,375	New	+$427K	0.24%	114

Other funds holding SEIX

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

J. M. Brown & Associates Inc.'s SEIX Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 18,375 shares worth $425K. The stake represents 0.24% of the portfolio and ranks #114 among its holdings.

13 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

J. M. Brown & Associates Inc. held 18,375 shares of Virtus SEIX Senior Loan ETF worth $425K as of Q2 2026.
Virtus SEIX Senior Loan ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Virtus SEIX Senior Loan ETF made up 0.24% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #114 holding.
13 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.