Evolution Wealth Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Evolution Wealth 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
2023 Q1	–	Sell	-30,535	Closed	-$620K	–	137
2022 Q4	$620K	Hold	30,535	–	–	0.16%	64
2022 Q3	$593K	Hold	30,535	–	–	0.16%	60
2022 Q2	$654K	Hold	30,535	–	–	0.17%	63
2022 Q1	$767K	Hold	30,535	–	–	0.16%	60
2021 Q4	$776	Buy	+30,535	New	+$785K	0.12%	60

Other funds holding VPC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Evolution Wealth Advisors's VPC Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of Virtus Private Credit Strategy ETF (VPC) in Q1 2023, closing a stake of 30,535 shares — an estimated $620K sold.

Evolution Wealth Advisors first reported a position in VPC in Q4 2021 and held it in 5 quarters. The position peaked at $767K in Q1 2022. 12 funds tracked by Wall St. Rank hold VPC as of Q1 2023.

Evolution Wealth Advisors reported no remaining Virtus Private Credit Strategy ETF position as of Q1 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 30,535 Virtus Private Credit Strategy ETF shares in Q1 2023, an estimated $620K.
Evolution Wealth Advisors first reported a position in Virtus Private Credit Strategy ETF in Q4 2021 and held it in 5 quarters.
Evolution Wealth Advisors's Virtus Private Credit Strategy ETF position peaked at $767K in Q1 2022.
12 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.