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Retirement Wealth Solutions’s Virtus Investment Partners VRTS Stock Holding History

Retirement Wealth Solutions’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574 Hold
4
– – ﹤0.01% 722
2026
Q1 		$538 Buy
+4
New +$590 ﹤0.01% 718
2025
Q4 		– Sell
-2
Closed -$381 – 847
2025
Q3 		$381 Buy
+2
New +$393 ﹤0.01% 717

Other funds holding VRTS

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YIH
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Retirement Wealth Solutions's VRTS Position: Q2 2026 in Review

Retirement Wealth Solutions held its Virtus Investment Partners (VRTS) position steady in Q2 2026 at 4 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Retirement Wealth Solutions first reported a position in VRTS in Q3 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

  • Retirement Wealth Solutions held 4 shares of Virtus Investment Partners worth $574 as of Q2 2026.
  • Retirement Wealth Solutions left its Virtus Investment Partners share count unchanged in Q2 2026.
  • Virtus Investment Partners made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #722 holding.
  • Retirement Wealth Solutions first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.