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WMG Financial Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

WMG Financial 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
2025
Q2 		– Sell
-10,800
Closed -$255K – 194
2025
Q1 		$255K Hold
10,800
– – 0.11% 136
2024
Q4 		$258K Hold
10,800
– – 0.11% 132
2024
Q3 		$257K Buy
+10,800
New +$257K 0.12% 137

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WMG Financial Advisors's SEIX Position: Q2 2025 in Review

WMG Financial Advisors sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2025, closing a stake of 10,800 shares — an estimated $255K sold.

WMG Financial Advisors first reported a position in SEIX in Q3 2024 and held it in 3 quarters. The position peaked at $258K in Q4 2024. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • WMG Financial Advisors reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,800 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $255K.
  • WMG Financial Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q3 2024 and held it in 3 quarters.
  • WMG Financial Advisors's Virtus SEIX Senior Loan ETF position peaked at $258K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on WMG Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.