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Virtus Equity Tr Small Cap Sustain Cl I mutual fund shares owned by 1776 Wealth

Quarter-by-quarter ownership of Virtus Equity Tr Small Cap Sustain Cl I mutual fund (PXSGX) shares owned by 1776 Wealth from 13F filings

Historical chart of 1776 Wealth investment in Virtus Equity Tr Small Cap Sustain Cl I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Virtus Equity Tr Small Cap Sustain Cl I mutual fund held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Equity Tr Small Cap Sustain Cl I mutual fund by 1776 Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.0M 91k 33.04

More positions owned by 1776 Wealth

Apple (AAPL)
Adobe Systems Incorporated (ADBE)
First Trust Etf Iv First Trust Enhanced Short Etf (FTSM)
Amazon (AMZN)
Iq Ultra Short Duration Etf Etf (ULTR)
Microsoft Corporation (MSFT)
Columbia Small Cap Growth Fund Instl Cl N/l Etf (CMSCX)
First Trust Value Line Dividend Index Fund Etf (FVD)
Palantir Technologies (PLTR)
Tesla Motors (TSLA)
Virtus Kar Small Cap Growth Fund Cl I N/l Etf (PXSGX)
TJX Companies (TJX)
First Trust Institutional Preferred Securities And Etf (FPEI)
Alphabet Inc Class A cs (GOOGL)
Mainstay Mackay High Yield Municipal Bond Fd Cl I N/l Other (MMHIX)

View all positions for 1776 Wealth

Top funds holding Virtus Equity Tr Small Cap Sustain Cl I mutual fund

Fulton Bank, NA
ORG Partners

View all funds holding Virtus Equity Tr Small Cap Sustain Cl I mutual fund