Envestnet Asset Management
SDCP icon

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
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

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

Envestnet Asset Management's SDCP Position: Q1 2026 in Review

Envestnet Asset Management increased its Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) stake by 1.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 58,836 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Envestnet Asset Management first reported a position in SDCP in Q3 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold SDCP as of Q1 2026.

  • Envestnet Asset Management held 58,836 shares of Virtus Newfleet Short Duration Core Plus Bond ETF worth $1.51M as of Q1 2026.
  • Envestnet Asset Management bought 761 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q1 2026, an estimated $19.6K.
  • Virtus Newfleet Short Duration Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3206 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 3 quarters since.
  • 4 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.