Aspire Private Capital’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Aspire Private Capital’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	-69	Closed	-$2K	–	557
2019 Q2	$2K	Sell	69 -25,466	-100%	-$612K	﹤0.01%	414
2019 Q1	$612K	Sell	25,535 -282	-1%	-$6.71K	0.31%	69
2018 Q4	$595K	Buy	+25,817	New	+$618K	0.34%	67

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

Aspire Private Capital's VSHY Position: Q3 2019 in Review

Aspire Private Capital sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2019, closing a stake of 69 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in VSHY in Q4 2018 and held it in 3 quarters. The position peaked at $612K in Q1 2019. 9 funds tracked by Wall St. Rank hold VSHY as of Q3 2019.

Aspire Private Capital reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
Aspire Private Capital sold 69 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2019, an estimated $2K.
Aspire Private Capital first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2018 and held it in 3 quarters.
Aspire Private Capital's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $612K in Q1 2019.
9 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2019.

Based on Aspire Private Capital's 13F filing for Q3 2019, filed 12 Nov 2019.