Maia Wealth
VPC icon

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

Maia Wealth’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
2025
Q1 		– Sell
-9,337
Closed -$209K – 350
2024
Q4 		$209K Buy
+9,337
New +$208K 0.04% 286

Other funds holding VPC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maia Wealth's VPC Position: Q1 2025 in Review

Maia Wealth sold out of Virtus Private Credit Strategy ETF (VPC) in Q1 2025, closing a stake of 9,337 shares — an estimated $209K sold.

Maia Wealth first reported a position in VPC in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 30 funds tracked by Wall St. Rank hold VPC as of Q1 2025.

  • Maia Wealth reported no remaining Virtus Private Credit Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Maia Wealth sold 9,337 Virtus Private Credit Strategy ETF shares in Q1 2025, an estimated $209K.
  • Maia Wealth first reported a position in Virtus Private Credit Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Maia Wealth's Virtus Private Credit Strategy ETF position peaked at $209K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.