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Etfis Ser Tr I virtus pvt cr shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Etfis Ser Tr I virtus pvt cr (VPC) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Etfis Ser Tr I virtus pvt cr

Tip: Access up to 7 years of quarterly data

All positions including Etfis Ser Tr I virtus pvt cr held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfis Ser Tr I virtus pvt cr by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 16k 18.91
2025-06-30 $284k 14k 20.48
2025-03-31 $287k 14k 21.02
2024-12-31 $262k 12k 21.75
2024-09-30 $238k 11k 22.35

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Etfis Ser Tr I virtus pvt cr

Delta Investment Management
Cetera Investment Advisers
H D Vest Advisory Services
Milestone Asset Management
Susquehanna International
Raymond James Financial
Commonwealth Equity Services
Envestnet Asset Management
Provident Wealth Management
LPL Financial
Advisor Group Holdings
Axxcess Wealth Management
Mml Investors Services
Manchester Capital Management
Regal Investment Advisors

View all funds holding Etfis Ser Tr I virtus pvt cr