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Virtus Etf Tr Ii shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Virtus Etf Tr Ii (KMID) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Virtus Etf Tr Ii

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All positions including Virtus Etf Tr Ii held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Etf Tr Ii by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $242k 10k 23.84

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Virtus Etf Tr Ii

Allegheny Financial Group
Kayne Anderson Rudnick Investment Management
New Insight Wealth Advisors
Keystone Financial Services
Advisory Resource Group
LPL Financial
Stephens
Vestmark Advisory Solutions
Pensionmark Financial Group
EverSource Wealth Advisors
Steward Partners Investment Advisory
Advisor Group Holdings
Arvest Investments
Morgan Stanley
CWM

View all funds holding Virtus Etf Tr Ii