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Adamsbrown Wealth Consultants’s Virtus Real Asset Income ETF VRAI Stock Holding History

Adamsbrown Wealth Consultants’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
2022
Q2 		– Sell
-8,273
Closed -$239K – 94
2022
Q1 		$239K Sell
8,273
-901
-10% -$24.7K 0.19% 76
2021
Q4 		$251K Buy
+9,174
New +$246K 0.23% 67

Other funds holding VRAI

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LWM
Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Adamsbrown Wealth Consultants's VRAI Position: Q2 2022 in Review

Adamsbrown Wealth Consultants sold out of Virtus Real Asset Income ETF (VRAI) in Q2 2022, closing a stake of 8,273 shares — an estimated $239K sold.

Adamsbrown Wealth Consultants first reported a position in VRAI in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 18 funds tracked by Wall St. Rank hold VRAI as of Q2 2022.

  • Adamsbrown Wealth Consultants reported no remaining Virtus Real Asset Income ETF position as of Q2 2022 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 8,273 Virtus Real Asset Income ETF shares in Q2 2022, an estimated $239K.
  • Adamsbrown Wealth Consultants first reported a position in Virtus Real Asset Income ETF in Q4 2021 and held it in 2 quarters.
  • Adamsbrown Wealth Consultants's Virtus Real Asset Income ETF position peaked at $251K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Virtus Real Asset Income ETF as of Q2 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2022, filed 27 Jul 2022.