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VestGen Advisors’s Virtus Newfleet Short Duration Core Plus Bond ETF SDCP Stock Holding History

VestGen Advisors’s Portfolio SDCP Stock Details SDCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Buy
23,914
+10,289
+76% +$264K 0.02% 602
2026
Q1 		$349K Buy
+13,625
New +$351K 0.01% 786

Other funds holding SDCP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

VestGen Advisors's SDCP Position: Q2 2026 in Review

VestGen Advisors increased its Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) stake by 76% in Q2 2026, buying an estimated $264K and bringing the position to 23,914 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #602.

VestGen Advisors first reported a position in SDCP in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold SDCP as of Q2 2026.

  • VestGen Advisors held 23,914 shares of Virtus Newfleet Short Duration Core Plus Bond ETF worth $612K as of Q2 2026.
  • VestGen Advisors bought 10,289 Virtus Newfleet Short Duration Core Plus Bond ETF shares in Q2 2026, an estimated $264K.
  • Virtus Newfleet Short Duration Core Plus Bond ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #602 holding.
  • VestGen Advisors first reported a position in Virtus Newfleet Short Duration Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration Core Plus Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.