AWM
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Axxcess Wealth Management’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Axxcess Wealth Management’s Portfolio VPC Stock Details VPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,087
Closed -$304K – 1100
2025
Q3 		$304K Buy
16,087
+2,233
+16% +$45.6K 0.01% 755
2025
Q2 		$284K Buy
13,854
+210
+2% +$4.25K 0.01% 734
2025
Q1 		$287K Buy
13,644
+1,612
+13% +$35.6K 0.01% 701
2024
Q4 		$262K Buy
12,032
+1,380
+13% +$30.8K 0.01% 712
2024
Q3 		$238K Buy
+10,652
New +$240K 0.01% 774

Other funds holding VPC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's VPC Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Virtus Private Credit Strategy ETF (VPC) in Q4 2025, closing a stake of 16,087 shares — an estimated $304K sold.

Axxcess Wealth Management first reported a position in VPC in Q3 2024 and held it in 5 quarters. The position peaked at $304K in Q3 2025. 24 funds tracked by Wall St. Rank hold VPC as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Virtus Private Credit Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 16,087 Virtus Private Credit Strategy ETF shares in Q4 2025, an estimated $304K.
  • Axxcess Wealth Management first reported a position in Virtus Private Credit Strategy ETF in Q3 2024 and held it in 5 quarters.
  • Axxcess Wealth Management's Virtus Private Credit Strategy ETF position peaked at $304K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.