SEIX — VIRTUS ETF TR II

Ownership history in Ignite Planners, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in VIRTUS ETF TR II (SEIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.51% (2024 Q2)
Avg. % of fund
1.33%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 340,601 +7,475 +2.2% 1.21% $7.9M $23.14
2025 Q3 REDUCED 333,126 -9,878 -2.9% 1.29% $7.9M $22.89
2025 Q2 ADDED 343,004 +23,431 +7.3% 1.41% $8.1M $22.43
2025 Q1 ADDED 319,573 +37,379 +13.2% 1.46% $7.5M $22.05
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SEIX price (monthly, adj. close)

Other funds also holding SEIX

As of 2025 Q4 — sorted by position size

Destiny Wealth Partners, LLC 3Y 1.94% Westwood Wealth Management 3Y 0.84% OxenFree Capital LLC 0.45% AdvisorNet Financial, Inc 3Y 7Y 0.3% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.18% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.15% Summit Asset Management, LLC 3Y 7Y 0.14% Cornerstone Planning Group LLC 3Y 0.1% Tactive Advisors, LLC 0.1% Stratos Wealth Advisors, LLC 3Y 7Y 0.09%
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