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Vista Investment Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Vista Investment 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
2024
Q2 		– Sell
-10,275
Closed -$246K – 181
2024
Q1 		$246K Buy
10,275
+155
+2% +$3.73K 0.1% 159
2023
Q4 		$242K Buy
+10,120
New +$242K 0.11% 152

Other funds holding SEIX

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

Vista Investment Management's SEIX Position: Q2 2024 in Review

Vista Investment Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2024, closing a stake of 10,275 shares — an estimated $246K sold.

Vista Investment Management first reported a position in SEIX in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 46 funds tracked by Wall St. Rank hold SEIX as of Q2 2024.

  • Vista Investment Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2024 after selling out during the quarter.
  • Vista Investment Management sold 10,275 Virtus SEIX Senior Loan ETF shares in Q2 2024, an estimated $246K.
  • Vista Investment Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2023 and held it in 2 quarters.
  • Vista Investment Management's Virtus SEIX Senior Loan ETF position peaked at $246K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2024.

Based on Vista Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.