Carson Wealth (CWM LLC)
VPC icon

Carson Wealth (CWM LLC)’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Carson Wealth (CWM LLC)’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
-31
Closed -$1K – 5666
2025
Q3 		$1K Sell
31
-580
-95% -$11.8K ﹤0.01% 5206
2025
Q2 		$13K Buy
611
+9
+1% +$182 ﹤0.01% 4181
2025
Q1 		$13K Buy
+602
New +$13.3K ﹤0.01% 3977

Other funds holding VPC

Mercer Global Advisors
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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

Carson Wealth (CWM LLC)'s VPC Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Virtus Private Credit Strategy ETF (VPC) in Q4 2025, closing a stake of 31 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in VPC in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q2 2025. 24 funds tracked by Wall St. Rank hold VPC as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Virtus Private Credit Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31 Virtus Private Credit Strategy ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Virtus Private Credit Strategy ETF in Q1 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Virtus Private Credit Strategy ETF position peaked at $13K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.