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Steward Partners Investment Advisory’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Steward Partners Investment Advisory’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
2021
Q3 		– Sell
-495
Closed -$12K – 3344
2021
Q2 		$12K Buy
+495
New +$12.2K ﹤0.01% 5736

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LPL Financial
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Cambridge Investment Research Advisors
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Royal Bank of Canada
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Steward Partners Investment Advisory's VPC Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Virtus Private Credit Strategy ETF (VPC) in Q3 2021, closing a stake of 495 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in VPC in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 13 funds tracked by Wall St. Rank hold VPC as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Virtus Private Credit Strategy ETF position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 495 Virtus Private Credit Strategy ETF shares in Q3 2021, an estimated $12K.
  • Steward Partners Investment Advisory first reported a position in Virtus Private Credit Strategy ETF in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Virtus Private Credit Strategy ETF position peaked at $12K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.