VEA
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Virtus ETF Advisers’s Upbound Group UPBD Stock Holding History

Virtus ETF Advisers’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,506
Closed -$130K – 548
2025
Q3 		$130K Hold
5,506
– – 0.07% 274
2025
Q2 		$138K Buy
+5,506
New +$129K 0.08% 248

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus ETF Advisers's UPBD Position: Q4 2025 in Review

Virtus ETF Advisers sold out of Upbound Group (UPBD) in Q4 2025, closing a stake of 5,506 shares — an estimated $130K sold.

Virtus ETF Advisers first reported a position in UPBD in Q2 2025 and held it in 2 quarters. The position peaked at $138K in Q2 2025. 237 funds tracked by Wall St. Rank hold UPBD as of Q4 2025.

  • Virtus ETF Advisers reported no remaining Upbound Group position as of Q4 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 5,506 Upbound Group shares in Q4 2025, an estimated $130K.
  • Virtus ETF Advisers first reported a position in Upbound Group in Q2 2025 and held it in 2 quarters.
  • Virtus ETF Advisers's Upbound Group position peaked at $138K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Upbound Group as of Q4 2025.

Based on Virtus ETF Advisers's 13F filing for Q4 2025, filed 13 Feb 2026.