Wealthcare Advisory Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-10,872	Closed	-$251K	–	1143
2026 Q1	$251K	Buy	10,872 +101	+0.9%	+$2.34K	﹤0.01%	943
2025 Q4	$251K	Sell	10,771 -216	-2%	-$5.06K	﹤0.01%	947
2025 Q3	$259K	Sell	10,987 -333	-3%	-$7.87K	0.01%	902
2025 Q2	$267K	Buy	11,320 +214	+2%	+$5.01K	0.01%	831
2025 Q1	$262K	Buy	11,106 +156	+1%	+$3.72K	0.01%	787
2024 Q4	$262K	Buy	10,950 +1,899	+21%	+$45.5K	0.01%	757
2024 Q3	$215K	Buy	9,051 +635	+8%	+$15.1K	0.01%	809
2024 Q2	$201K	Buy	+8,416	New	+$201K	0.01%	791

Other funds holding SEIX

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return