Spire Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

Spire Wealth Management’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	–	Sell	-6	Closed	-$806	–	2380
2026 Q1	$806	Buy	6 +1	+20%	+$148	﹤0.01%	2178
2025 Q4	$816	Hold	5	–	–	﹤0.01%	2222
2025 Q3	$950	Hold	5	–	–	﹤0.01%	2279
2025 Q2	$907	Hold	5	–	–	﹤0.01%	2297
2025 Q1	$862	Sell	5 -4	-44%	-$764	﹤0.01%	2408
2024 Q4	$1.99K	Hold	9	–	–	﹤0.01%	2258
2024 Q3	$1.89K	Buy	9 +4	+80%	+$857	﹤0.01%	2014
2024 Q2	$1.13K	Hold	5	–	–	﹤0.01%	2103
2024 Q1	$1.24K	Hold	5	–	–	﹤0.01%	2175
2023 Q4	$1.2K	Hold	5	–	–	﹤0.01%	2235
2023 Q3	$1.01K	Hold	5	–	–	﹤0.01%	2248
2023 Q2	$987	Hold	5	–	–	﹤0.01%	2310
2023 Q1	$952	Hold	5	–	–	﹤0.01%	2397
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	2266
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	2146
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	2596
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	2487
2021 Q4	$1K	Buy	+5	New	+$1.55K	﹤0.01%	2898

Other funds holding VRTS

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Spire Wealth Management's VRTS Position: Q2 2026 in Review

Spire Wealth Management sold out of Virtus Investment Partners (VRTS) in Q2 2026, closing a stake of 6 shares — an estimated $806 sold.

Spire Wealth Management first reported a position in VRTS in Q4 2021 and held it in 18 quarters. The position peaked at $1.99K in Q4 2024. 60 funds tracked by Wall St. Rank hold VRTS as of Q2 2026.

Spire Wealth Management reported no remaining Virtus Investment Partners position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 6 Virtus Investment Partners shares in Q2 2026, an estimated $806.
Spire Wealth Management first reported a position in Virtus Investment Partners in Q4 2021 and held it in 18 quarters.
Spire Wealth Management's Virtus Investment Partners position peaked at $1.99K in Q4 2024.
60 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.