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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
Q3 		$920 Hold
13
– – ﹤0.01% 364
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

Other funds holding VVX

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's VVX Position: Q3 2026 in Review

Burkett Financial Services held its V2X (VVX) position steady in Q3 2026 at 13 shares worth $920. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Burkett Financial Services first reported a position in VVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $969 in Q2 2026. 18 funds tracked by Wall St. Rank hold VVX as of Q3 2026.

  • Burkett Financial Services held 13 shares of V2X worth $920 as of Q3 2026.
  • Burkett Financial Services left its V2X share count unchanged in Q3 2026.
  • V2X made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #364 holding.
  • Burkett Financial Services first reported a position in V2X in Q4 2025 and has held it in 4 quarters since.
  • Burkett Financial Services's V2X position peaked at $969 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held V2X as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.