PFS
VGI

Prospera Financial Services’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Prospera Financial Services’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,200
Closed -$12K – 2574
2022
Q1 		$12K Buy
+1,200
New +$12.3K ﹤0.01% 1970

Other funds holding VGI

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CF
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prospera Financial Services's VGI Position: Q2 2022 in Review

Prospera Financial Services sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q2 2022, closing a stake of 1,200 shares — an estimated $12K sold.

Prospera Financial Services first reported a position in VGI in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 33 funds tracked by Wall St. Rank hold VGI as of Q2 2022.

  • Prospera Financial Services reported no remaining Virtus Global Multi-Sector Income Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,200 Virtus Global Multi-Sector Income Fund shares in Q2 2022, an estimated $12K.
  • Prospera Financial Services first reported a position in Virtus Global Multi-Sector Income Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Virtus Global Multi-Sector Income Fund position peaked at $12K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.