Envestnet Asset Management’s Virtus Newfleet Short Duration Core Plus Bond ETF SDCP Stock Holding History

Envestnet Asset Management’s Portfolio SDCP Stock Details SDCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	61,398 +2,562	+4%	+$65.6K	﹤0.01%	3330
2026 Q1	$1.51M	Buy	58,836 +761	+1%	+$19.6K	﹤0.01%	3206
2025 Q4	$1.49M	Buy	58,075 +9,608	+20%	+$248K	﹤0.01%	3039
2025 Q3	$1.25M	Buy	+48,467	New	+$1.26M	﹤0.01%	3202

Other funds holding SDCP

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

Envestnet Asset Management's SDCP Position: Q2 2026 in Review

Envestnet Asset Management increased its Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) stake by 4.4% in Q2 2026, buying an estimated $65.6K and bringing the position to 61,398 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Envestnet Asset Management first reported a position in SDCP in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold SDCP as of Q2 2026.

Envestnet Asset Management held 61,398 shares of Virtus Newfleet Short Duration Core Plus Bond ETF worth $1.57M as of Q2 2026.
Envestnet Asset Management bought 2,562 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q2 2026, an estimated $65.6K.
Virtus Newfleet Short Duration Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3330 holding.
Envestnet Asset Management first reported a position in Virtus Newfleet Short Duration Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.