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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

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Wealthcare Advisory Partners's SEIX Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 10,872 shares — an estimated $251K sold.

Wealthcare Advisory Partners first reported a position in SEIX in Q2 2024 and held it in 8 quarters. The position peaked at $267K in Q2 2025. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,872 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $251K.
  • Wealthcare Advisory Partners first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 8 quarters.
  • Wealthcare Advisory Partners's Virtus SEIX Senior Loan ETF position peaked at $267K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.