Regal Investment Advisors’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Regal Investment Advisors’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 Q4	–	Sell	-11,234	Closed	-$212K	–	606
2025 Q3	$212K	Buy	+11,234	New	+$229K	0.01%	498
2025 Q1	–	Sell	-35,495	Closed	-$772K	–	494
2024 Q4	$772K	Buy	35,495 +4,324	+14%	+$96.5K	0.06%	263
2024 Q3	$697K	Sell	31,171 -1,239	-4%	-$28K	0.05%	296
2024 Q2	$735K	Sell	32,410 -81	-0.2%	-$1.84K	0.05%	302
2024 Q1	$731K	Buy	+32,491	New	+$725K	0.05%	292

Other funds holding VPC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's VPC Position: Q4 2025 in Review

Regal Investment Advisors sold out of Virtus Private Credit Strategy ETF (VPC) in Q4 2025, closing a stake of 11,234 shares — an estimated $212K sold.

Regal Investment Advisors first reported a position in VPC in Q1 2024 and held it in 5 quarters. The position peaked at $772K in Q4 2024. 24 funds tracked by Wall St. Rank hold VPC as of Q4 2025.

Regal Investment Advisors reported no remaining Virtus Private Credit Strategy ETF position as of Q4 2025 after selling out during the quarter.
Regal Investment Advisors sold 11,234 Virtus Private Credit Strategy ETF shares in Q4 2025, an estimated $212K.
Regal Investment Advisors first reported a position in Virtus Private Credit Strategy ETF in Q1 2024 and held it in 5 quarters.
Regal Investment Advisors's Virtus Private Credit Strategy ETF position peaked at $772K in Q4 2024.
24 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.