Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / VIRTUS US QLTY
-
Total 13F shares
-
1,065,641
-
Share change
-
+19,781
-
Total reported value
-
$30,683,015
-
Price per share
-
$28.77
-
Number of holders
-
26
-
Value change
-
+$662,577
-
Number of buys
-
11
-
Number of sells
-
18
Institutional Holders of VIRTUS ETF TR II - VIRTUS US QLTY (JOET) as of Q2 2023
As of 30 Jun 2023,
VIRTUS ETF TR II - VIRTUS US QLTY (JOET) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,065,641 shares.
The largest 10 holders included
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, NewEdge Advisors, LLC, Milestone Investment Advisors LLC, Financial Enhancement Group LLC, Total Clarity Wealth Management, Inc., LPL Financial LLC, MORGAN STANLEY, Institute for Wealth Management, LLC., Palumbo Wealth Management LLC, and OSAIC HOLDINGS, INC..
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.