Koshinski Asset Management
VPC icon

Koshinski Asset Management’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Koshinski Asset 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
-1,712
Closed -$43K – 1929
2022
Q1 		$43K Buy
1,712
+15
+0.9% +$379 ﹤0.01% 1167
2021
Q4 		$43.1K Buy
1,697
+437
+35% +$11.2K ﹤0.01% 1186
2021
Q3 		$31.4K Buy
+1,260
New +$31.8K ﹤0.01% 1290

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

Koshinski Asset Management's VPC Position: Q2 2022 in Review

Koshinski Asset Management sold out of Virtus Private Credit Strategy ETF (VPC) in Q2 2022, closing a stake of 1,712 shares — an estimated $43K sold.

Koshinski Asset Management first reported a position in VPC in Q3 2021 and held it in 3 quarters. The position peaked at $43.1K in Q4 2021. 17 funds tracked by Wall St. Rank hold VPC as of Q2 2022.

  • Koshinski Asset Management reported no remaining Virtus Private Credit Strategy ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,712 Virtus Private Credit Strategy ETF shares in Q2 2022, an estimated $43K.
  • Koshinski Asset Management first reported a position in Virtus Private Credit Strategy ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Virtus Private Credit Strategy ETF position peaked at $43.1K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.