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Virtus Etf Tr Ii seix sr ln etf shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Virtus Etf Tr Ii seix sr ln etf (SEIX) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Virtus Etf Tr Ii seix sr ln etf

Tip: Access up to 7 years of quarterly data

All positions including Virtus Etf Tr Ii seix sr ln etf held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Etf Tr Ii seix sr ln etf by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 59k 23.35

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Virtus Etf Tr Ii seix sr ln etf

Virtus Fixed Income Advisers
RWM Asset Management
AE Wealth Management
Envestnet Asset Management
Ignite Planners
Foundations Investment Advisors
AdvisorNet Financial
Atria Investments
Cambridge Investment Research Advisors
Centaurus Financial
Illumine Investment Management
Cetera Investment Advisers
Stratos Wealth Advisors
Tower Research Capital
Sheets Smith Wealth Management

View all funds holding Virtus Etf Tr Ii seix sr ln etf