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Valtinson Bruner Financial Planning’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Valtinson Bruner Financial Planning’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
2022
Q4 		– Sell
-8,735
Closed -$202K – 121
2022
Q3 		$202K Buy
+8,735
New +$205K 0.12% 98

Other funds holding SEIX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Valtinson Bruner Financial Planning's SEIX Position: Q4 2022 in Review

Valtinson Bruner Financial Planning sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2022, closing a stake of 8,735 shares — an estimated $202K sold.

Valtinson Bruner Financial Planning first reported a position in SEIX in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 18 funds tracked by Wall St. Rank hold SEIX as of Q4 2022.

  • Valtinson Bruner Financial Planning reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 8,735 Virtus SEIX Senior Loan ETF shares in Q4 2022, an estimated $202K.
  • Valtinson Bruner Financial Planning first reported a position in Virtus SEIX Senior Loan ETF in Q3 2022 and held it in 1 quarter.
  • Valtinson Bruner Financial Planning's Virtus SEIX Senior Loan ETF position peaked at $202K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2022.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2022, filed 19 Jan 2023.