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Outlook Wealth Advisors’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Outlook Wealth Advisors’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Buy
+24,438
New +$531K 0.11% 170

Other funds holding VSHY

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Outlook Wealth Advisors's VSHY Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q2 2026: 24,438 shares worth $531K. The stake represents 0.11% of the portfolio and ranks #170 among its holdings.

12 funds tracked by Wall St. Rank hold VSHY as of Q2 2026.

  • Outlook Wealth Advisors held 24,438 shares of Virtus Newfleet Short Duration High Yield Bond ETF worth $531K as of Q2 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF was a new Outlook Wealth Advisors position in Q2 2026.
  • Virtus Newfleet Short Duration High Yield Bond ETF made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.