DHJJ Financial Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

DHJJ Financial Advisors’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
2026 Q1	$379	Hold	25	–	–	﹤0.01%	922
2025 Q4	$445	Hold	25	–	–	﹤0.01%	867
2025 Q3	$473	Hold	25	–	–	﹤0.01%	832
2025 Q2	$513	Hold	25	–	–	﹤0.01%	796
2025 Q1	$526	Hold	25	–	–	﹤0.01%	744
2024 Q4	$544	Hold	25	–	–	﹤0.01%	709
2024 Q3	$559	Buy	+25	New	+$564	﹤0.01%	692

Other funds holding VPC

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DHJJ Financial Advisors's VPC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Virtus Private Credit Strategy ETF (VPC) position steady in Q1 2026 at 25 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #922.

DHJJ Financial Advisors first reported a position in VPC in Q3 2024 and has held it in 7 quarters since. The position peaked at $559 in Q3 2024. 20 funds tracked by Wall St. Rank hold VPC as of Q1 2026.

DHJJ Financial Advisors held 25 shares of Virtus Private Credit Strategy ETF worth $379 as of Q1 2026.
DHJJ Financial Advisors left its Virtus Private Credit Strategy ETF share count unchanged in Q1 2026.
Virtus Private Credit Strategy ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #922 holding.
DHJJ Financial Advisors first reported a position in Virtus Private Credit Strategy ETF in Q3 2024 and has held it in 7 quarters since.
DHJJ Financial Advisors's Virtus Private Credit Strategy ETF position peaked at $559 in Q3 2024.
20 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.