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TrueMark Investments’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

TrueMark Investments’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
Q1 		– Sell
-13,691
Closed -$320K – 256
2025
Q4 		$320K Buy
+13,691
New +$321K 0.06% 176

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TrueMark Investments's SEIX Position: Q1 2026 in Review

TrueMark Investments sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 13,691 shares — an estimated $320K sold.

TrueMark Investments first reported a position in SEIX in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • TrueMark Investments reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 13,691 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $320K.
  • TrueMark Investments first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • TrueMark Investments's Virtus SEIX Senior Loan ETF position peaked at $320K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.