Wealthstar Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Wealthstar Advisors’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	$578K	Buy	24,984 +5,519	+28%	+$128K	0.17%	81
2026 Q1	$449K	Buy	19,465 +16	+0.1%	+$371	0.21%	89
2025 Q4	$454K	Sell	19,449 -404	-2%	-$9.47K	0.2%	92
2025 Q3	$468K	Buy	19,853 +1,120	+6%	+$26.5K	0.18%	100
2025 Q2	$441K	Buy	18,733 +1,519	+9%	+$35.6K	0.17%	105
2025 Q1	$406K	Buy	17,214 +2,025	+13%	+$48.3K	0.19%	103
2024 Q4	$363K	Buy	+15,189	New	+$364K	0.16%	105

Other funds holding SEIX

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

AWM

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Wealthstar Advisors's SEIX Position: Q2 2026 in Review

Wealthstar Advisors increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 28% in Q2 2026, buying an estimated $128K and bringing the position to 24,984 shares worth $578K. The position accounts for 0.17% of the portfolio, ranked #81.

Wealthstar Advisors first reported a position in SEIX in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Wealthstar Advisors held 24,984 shares of Virtus SEIX Senior Loan ETF worth $578K as of Q2 2026.
Wealthstar Advisors bought 5,519 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $128K.
Virtus SEIX Senior Loan ETF made up 0.17% of Wealthstar Advisors's portfolio in Q2 2026, its #81 holding.
Wealthstar Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.