Action Point Financial Planning’s Virtus Real Asset Income ETF VRAI Stock Holding History

Action Point Financial Planning’s Portfolio VRAI Stock Details VRAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4K	Buy	+378	New	+$10.5K	﹤0.01%	1437

Other funds holding VRAI

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's VRAI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Virtus Real Asset Income ETF (VRAI) in Q2 2026: 378 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

14 funds tracked by Wall St. Rank hold VRAI as of Q2 2026.

Action Point Financial Planning held 378 shares of Virtus Real Asset Income ETF worth $10.4K as of Q2 2026.
Virtus Real Asset Income ETF was a new Action Point Financial Planning position in Q2 2026.
Virtus Real Asset Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1437 holding.
14 funds tracked by Wall St. Rank held Virtus Real Asset Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.