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Burkett Financial Services’s V2X VVX Stock Holding History

Burkett Financial Services’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$969 Hold
13
– – ﹤0.01% 253
2026
Q1 		$890 Hold
13
– – ﹤0.01% 234
2025
Q4 		$709 Buy
+13
New +$731 ﹤0.01% 226

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Burkett Financial Services's VVX Position: Q2 2026 in Review

Burkett Financial Services held its V2X (VVX) position steady in Q2 2026 at 13 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Burkett Financial Services first reported a position in VVX in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold VVX as of Q2 2026.

  • Burkett Financial Services held 13 shares of V2X worth $969 as of Q2 2026.
  • Burkett Financial Services left its V2X share count unchanged in Q2 2026.
  • V2X made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #253 holding.
  • Burkett Financial Services first reported a position in V2X in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held V2X as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.