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 Q3	$1.06K	Buy	8 +4	+100%	+$625	﹤0.01%	726
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Retirement Wealth Solutions's VRTS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Virtus Investment Partners (VRTS) stake by 100% in Q3 2026, buying an estimated $625 and bringing the position to 8 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Retirement Wealth Solutions first reported a position in VRTS in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold VRTS as of Q3 2026.

Retirement Wealth Solutions held 8 shares of Virtus Investment Partners worth $1.06K as of Q3 2026.
Retirement Wealth Solutions bought 4 Virtus Investment Partners shares in Q3 2026, an estimated $625.
Virtus Investment Partners made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #726 holding.
Retirement Wealth Solutions first reported a position in Virtus Investment Partners in Q3 2025 and has held it in 4 quarters since.
21 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.