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Tounjian Advisory Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Tounjian Advisory Partners’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 		$555 Sell
24
-12,696
-100% -$295K ﹤0.01% 705
2026
Q1 		$293K Sell
12,720
-3,966
-24% -$92K 0.11% 135
2025
Q4 		$390K Buy
16,686
+312
+2% +$7.32K 0.13% 134
2025
Q3 		$386K Sell
16,374
-206
-1% -$4.87K 0.13% 131
2025
Q2 		$391K Sell
16,580
-72
-0.4% -$1.69K 0.08% 204
2025
Q1 		$393K Buy
+16,652
New +$397K 0.07% 205

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

Tounjian Advisory Partners's SEIX Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 100% in Q2 2026, selling an estimated $295K and leaving 24 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Tounjian Advisory Partners first reported a position in SEIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $393K in Q1 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Tounjian Advisory Partners held 24 shares of Virtus SEIX Senior Loan ETF worth $555 as of Q2 2026.
  • Tounjian Advisory Partners sold 12,696 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $295K.
  • Virtus SEIX Senior Loan ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #705 holding.
  • Tounjian Advisory Partners first reported a position in Virtus SEIX Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's Virtus SEIX Senior Loan ETF position peaked at $393K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.