Sigma Planning Corp’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-24,061	Closed	-$523K	–	1292
2024 Q4	$523K	Sell	24,061 -491	-2%	-$11K	0.02%	729
2024 Q3	$549K	Buy	24,552 +1,148	+5%	+$25.9K	0.02%	707
2024 Q2	$531K	Buy	23,404 +6,504	+38%	+$148K	0.02%	698
2024 Q1	$380K	Buy	+16,900	New	+$377K	0.01%	868
2021 Q2	–	Sell	-8,969	Closed	-$209K	–	1497
2021 Q1	$209K	Buy	+8,969	New	+$200K	0.01%	1189
2020 Q3	–	Sell	-11,119	Closed	-$194K	–	1167
2020 Q2	$194K	Buy	11,119 +314	+3%	+$5.33K	0.01%	941
2020 Q1	$160K	Buy	10,805 +2,306	+27%	+$52.4K	0.01%	812
2019 Q4	$213K	Buy	+8,499	New	+$212K	0.01%	936

Other funds holding VPC

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

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAM

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

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

Sigma Planning Corp's VPC Position: Q1 2025 in Review

Sigma Planning Corp sold out of Virtus Private Credit Strategy ETF (VPC) in Q1 2025, closing a stake of 24,061 shares — an estimated $523K sold.

Sigma Planning Corp first reported a position in VPC in Q4 2019 and held it in 8 quarters. The position peaked at $549K in Q3 2024. 30 funds tracked by Wall St. Rank hold VPC as of Q1 2025.

Sigma Planning Corp reported no remaining Virtus Private Credit Strategy ETF position as of Q1 2025 after selling out during the quarter.
Sigma Planning Corp sold 24,061 Virtus Private Credit Strategy ETF shares in Q1 2025, an estimated $523K.
Sigma Planning Corp first reported a position in Virtus Private Credit Strategy ETF in Q4 2019 and held it in 8 quarters.
Sigma Planning Corp's Virtus Private Credit Strategy ETF position peaked at $549K in Q3 2024.
30 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.