United Financial Planning Group’s Virtus Total Return Fund ZTR Stock Holding History

United Financial Planning Group’s Portfolio ZTR Stock Details ZTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.9K	Buy	+3,212	New	+$21.7K	0.01%	159

Other funds holding ZTR

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

United Financial Planning Group's ZTR Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Virtus Total Return Fund (ZTR) in Q2 2026: 3,212 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

91 funds tracked by Wall St. Rank hold ZTR as of Q2 2026.

United Financial Planning Group held 3,212 shares of Virtus Total Return Fund worth $21.9K as of Q2 2026.
Virtus Total Return Fund was a new United Financial Planning Group position in Q2 2026.
Virtus Total Return Fund made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #159 holding.
91 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.