Advisor Group’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Advisor Group’s Portfolio VSHY Stock Details VSHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-432	Closed	-$10K	–	5440
2019 Q2	$10K	Hold	432	–	–	﹤0.01%	4385
2019 Q1	$10K	Buy	432 +256	+145%	+$6.09K	﹤0.01%	4384
2018 Q4	$4K	Buy	176 +146	+487%	+$3.49K	﹤0.01%	4641
2018 Q3	$1K	Buy	+30	New	+$737	﹤0.01%	5015
2017 Q2	–	Sell	-496	Closed	-$12K	–	4919
2017 Q1	$12K	Buy	+496	New	+$12.4K	﹤0.01%	3691

Other funds holding VSHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's VSHY Position: Q3 2019 in Review

Advisor Group sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2019, closing a stake of 432 shares — an estimated $10K sold.

Advisor Group first reported a position in VSHY in Q1 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2017. 9 funds tracked by Wall St. Rank hold VSHY as of Q3 2019.

Advisor Group reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 432 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2019, an estimated $10K.
Advisor Group first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q1 2017 and held it in 5 quarters.
Advisor Group's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $12K in Q1 2017.
9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.