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Triad Wealth Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Triad Wealth 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 		– Sell
-132,219
Closed -$3.05M – 599
2026
Q1 		$3.05M Buy
132,219
+95,250
+258% +$2.21M 0.24% 78
2025
Q4 		$863K Buy
+36,969
New +$867K 0.08% 176

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

Triad Wealth Partners's SEIX Position: Q2 2026 in Review

Triad Wealth Partners sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 132,219 shares — an estimated $3.05M sold.

Triad Wealth Partners first reported a position in SEIX in Q4 2025 and held it in 2 quarters. The position peaked at $3.05M in Q1 2026. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Triad Wealth Partners reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 132,219 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $3.05M.
  • Triad Wealth Partners first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Virtus SEIX Senior Loan ETF position peaked at $3.05M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.