USAdvisors Wealth Management
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USAdvisors Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

USAdvisors Wealth Management’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
2025
Q4 		– Sell
-113,959
Closed -$2.69M – 142
2025
Q3 		$2.69M Sell
113,959
-9,390
-8% -$222K 0.93% 32
2025
Q2 		$2.9M Buy
123,349
+607
+0.5% +$14.2K 1.08% 30
2025
Q1 		$2.9M Sell
122,742
-9,271
-7% -$221K 1.01% 29
2024
Q4 		$3.16M Buy
+132,013
New +$3.16M 1.03% 28

Other funds holding SEIX

Virtus Fixed Income Advisers
Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return
Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

USAdvisors Wealth Management's SEIX Position: Q4 2025 in Review

USAdvisors Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2025, closing a stake of 113,959 shares — an estimated $2.69M sold.

USAdvisors Wealth Management first reported a position in SEIX in Q4 2024 and held it in 4 quarters. The position peaked at $3.16M in Q4 2024. 77 funds tracked by Wall St. Rank hold SEIX as of Q4 2025.

  • USAdvisors Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 113,959 Virtus SEIX Senior Loan ETF shares in Q4 2025, an estimated $2.69M.
  • USAdvisors Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and held it in 4 quarters.
  • USAdvisors Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $3.16M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2025.

Based on USAdvisors Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.