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WealthPLAN Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,989
Closed -$46.9K – 1008
2023
Q2 		$46.9K Hold
1,989
– – 0.01% 523
2023
Q1 		$46.9K Buy
+1,989
New +$47K 0.01% 569

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AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's SEIX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2023, closing a stake of 1,989 shares — an estimated $46.9K sold.

WealthPLAN Partners first reported a position in SEIX in Q1 2023 and held it in 2 quarters. The position peaked at $46.9K in Q2 2023. 27 funds tracked by Wall St. Rank hold SEIX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,989 Virtus SEIX Senior Loan ETF shares in Q3 2023, an estimated $46.9K.
  • WealthPLAN Partners first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Virtus SEIX Senior Loan ETF position peaked at $46.9K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.