Virtus ETF Advisers’s Pultegroup PHM Stock Holding History

Virtus ETF Advisers’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,599	Closed	-$936K	–	692
2024 Q4	$936K	Buy	8,599 +1,788	+26%	+$232K	0.38%	135
2024 Q3	$978K	Buy	+6,811	New	+$866K	0.46%	48
2019 Q4	–	Sell	-506	Closed	-$18K	–	497
2019 Q3	$18K	Hold	506	–	–	﹤0.01%	367
2019 Q2	$16K	Buy	+506	New	+$15.8K	﹤0.01%	383
2019 Q1	–	Sell	-506	Closed	-$13K	–	240
2018 Q4	$13K	Buy	+506	New	+$12.5K	﹤0.01%	270

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virtus ETF Advisers's PHM Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 8,599 shares — an estimated $936K sold.

Virtus ETF Advisers first reported a position in PHM in Q4 2018 and held it in 5 quarters. The position peaked at $978K in Q3 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

Virtus ETF Advisers reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 8,599 Pultegroup shares in Q1 2025, an estimated $936K.
Virtus ETF Advisers first reported a position in Pultegroup in Q4 2018 and held it in 5 quarters.
Virtus ETF Advisers's Pultegroup position peaked at $978K in Q3 2024.
961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.