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Westwood Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Westwood Wealth 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
2026
Q1 		– Sell
-47,885
Closed -$1.12M – 102
2025
Q4 		$1.12M Buy
+47,885
New +$1.12M 0.84% 35

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $123M AUM 1.22% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Westwood Wealth Management's SEIX Position: Q1 2026 in Review

Westwood Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 47,885 shares — an estimated $1.12M sold.

Westwood Wealth Management first reported a position in SEIX in Q4 2025 and held it in 1 quarter. The position peaked at $1.12M in Q4 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Westwood Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 47,885 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $1.12M.
  • Westwood Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $1.12M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.