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Oppenheimer & Co’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Oppenheimer & Co’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
2024
Q3 		– Sell
-15,130
Closed -$343K – 1587
2024
Q2 		$343K Buy
+15,130
New +$343K 0.01% 1139

Other funds holding VPC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oppenheimer & Co's VPC Position: Q3 2024 in Review

Oppenheimer & Co sold out of Virtus Private Credit Strategy ETF (VPC) in Q3 2024, closing a stake of 15,130 shares — an estimated $343K sold.

Oppenheimer & Co first reported a position in VPC in Q2 2024 and held it in 1 quarter. The position peaked at $343K in Q2 2024. 25 funds tracked by Wall St. Rank hold VPC as of Q3 2024.

  • Oppenheimer & Co reported no remaining Virtus Private Credit Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 15,130 Virtus Private Credit Strategy ETF shares in Q3 2024, an estimated $343K.
  • Oppenheimer & Co first reported a position in Virtus Private Credit Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Oppenheimer & Co's Virtus Private Credit Strategy ETF position peaked at $343K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q3 2024.

Based on Oppenheimer & Co's 13F filing for Q3 2024, filed 5 Nov 2024.