Kingsview Wealth Management’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Kingsview Wealth Management’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	-8,211	Closed	-$206K	–	926
2022 Q1	$206K	Hold	8,211	–	–	0.01%	811
2021 Q4	$209K	Sell	8,211 -14	-0.2%	-$360	0.01%	849
2021 Q3	$205K	Buy	+8,225	New	+$207K	0.01%	796

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

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

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

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

Kingsview Wealth Management's VPC Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Virtus Private Credit Strategy ETF (VPC) in Q2 2022, closing a stake of 8,211 shares — an estimated $206K sold.

Kingsview Wealth Management first reported a position in VPC in Q3 2021 and held it in 3 quarters. The position peaked at $209K in Q4 2021. 17 funds tracked by Wall St. Rank hold VPC as of Q2 2022.

Kingsview Wealth Management reported no remaining Virtus Private Credit Strategy ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 8,211 Virtus Private Credit Strategy ETF shares in Q2 2022, an estimated $206K.
Kingsview Wealth Management first reported a position in Virtus Private Credit Strategy ETF in Q3 2021 and held it in 3 quarters.
Kingsview Wealth Management's Virtus Private Credit Strategy ETF position peaked at $209K in Q4 2021.
17 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.