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Virtus Etf Tr Ii shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Virtus Etf Tr Ii (KMID) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Virtus Etf Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Virtus Etf Tr Ii held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Etf Tr Ii by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 9.3k 24.67
2025-06-30 $1.8k 71 25.07
2025-03-31 $1.7k 71 23.72
2024-12-31 $24 1 24.00

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Microsoft Corp Stock (MSFT)
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View all positions for EverSource Wealth Advisors

Top funds holding Virtus Etf Tr Ii

Kayne Anderson Rudnick Investment Management
New Insight Wealth Advisors
Keystone Financial Services
Allegheny Financial Group
Advisory Resource Group
Cambridge Investment Research Advisors
Citadel Advisors
EverSource Wealth Advisors
Advisor Group Holdings
Steward Partners Investment Advisory
CWM

View all funds holding Virtus Etf Tr Ii