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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 $709M AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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.