&Partners’s Virtus Newfleet Short Duration Core Plus Bond ETF SDCP Stock Holding History

&Partners’s Portfolio SDCP Stock Details SDCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	60,826 +2,410	+4%	+$61.7K	0.01%	1162
2026 Q1	$1.49M	Buy	58,416 +913	+2%	+$23.5K	0.01%	1069
2025 Q4	$1.48M	Buy	57,503 +9,608	+20%	+$248K	0.01%	1014
2025 Q3	$1.23M	Buy	+47,895	New	+$1.24M	0.01%	989

Other funds holding SDCP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

&Partners's SDCP Position: Q2 2026 in Review

&Partners increased its Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) stake by 4.1% in Q2 2026, buying an estimated $61.7K and bringing the position to 60,826 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1162.

&Partners first reported a position in SDCP in Q3 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold SDCP as of Q2 2026.

&Partners held 60,826 shares of Virtus Newfleet Short Duration Core Plus Bond ETF worth $1.56M as of Q2 2026.
&Partners bought 2,410 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q2 2026, an estimated $61.7K.
Virtus Newfleet Short Duration Core Plus Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1162 holding.
&Partners first reported a position in Virtus Newfleet Short Duration Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.