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Independent Financial Group’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-8,000
Closed -$201K – 819
2022
Q1 		$201K Buy
+8,000
New +$202K 0.02% 731

Other funds holding VPC

Osaic Holdings
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Financial Group's VPC Position: Q2 2022 in Review

Independent Financial Group sold out of Virtus Private Credit Strategy ETF (VPC) in Q2 2022, closing a stake of 8,000 shares — an estimated $201K sold.

Independent Financial Group first reported a position in VPC in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 17 funds tracked by Wall St. Rank hold VPC as of Q2 2022.

  • Independent Financial Group reported no remaining Virtus Private Credit Strategy ETF position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 8,000 Virtus Private Credit Strategy ETF shares in Q2 2022, an estimated $201K.
  • Independent Financial Group first reported a position in Virtus Private Credit Strategy ETF in Q1 2022 and held it in 1 quarter.
  • Independent Financial Group's Virtus Private Credit Strategy ETF position peaked at $201K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.