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Trustmark National Bank Trust Department’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Trustmark National Bank Trust Department’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
-55,063
Closed -$1.29M – 281
2025
Q4 		$1.29M Sell
55,063
-250
-0.5% -$5.86K 0.08% 150
2025
Q3 		$1.3M Buy
55,313
+4,577
+9% +$108K 0.08% 150
2025
Q2 		$1.2M Buy
50,736
+20,309
+67% +$476K 0.08% 150
2025
Q1 		$718K Buy
30,427
+7,580
+33% +$181K 0.05% 179
2024
Q4 		$547K Buy
22,847
+7,950
+53% +$190K 0.04% 194
2024
Q3 		$355K Sell
14,897
-1,500
-9% -$35.7K 0.03% 233
2024
Q2 		$391K Buy
16,397
+1,500
+10% +$35.9K 0.03% 219
2024
Q1 		$357K Hold
14,897
– – 0.03% 227
2023
Q4 		$356K Buy
14,897
+2,697
+22% +$64.4K 0.03% 209
2023
Q3 		$291K Hold
12,200
– – 0.03% 214
2023
Q2 		$288K Hold
12,200
– – 0.03% 219
2023
Q1 		$288K Buy
+12,200
New +$288K 0.03% 229

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 $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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 $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

Trustmark National Bank Trust Department's SEIX Position: Q1 2026 in Review

Trustmark National Bank Trust Department sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 55,063 shares — an estimated $1.29M sold.

Trustmark National Bank Trust Department first reported a position in SEIX in Q1 2023 and held it in 12 quarters. The position peaked at $1.3M in Q3 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Trustmark National Bank Trust Department reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 55,063 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $1.29M.
  • Trustmark National Bank Trust Department first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and held it in 12 quarters.
  • Trustmark National Bank Trust Department's Virtus SEIX Senior Loan ETF position peaked at $1.3M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.