&PARTNERS SDCP β€” VIRTUS ETF TR II

Ownership history in &PARTNERS  Β·  3 quarters on record

AI Ownership Summary

&PARTNERS reported VIRTUS ETF TR II (SDCP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SDCP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in VIRTUS ETF TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDCP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How &PARTNERS held SDCP β€” position size vs. price
% of Fund (quarterly)    SDCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 58,416 +913 +1.6% 0.01% $1.5M 2026-05-15 $25.52
2025 Q4 ADDED β€” β€” β€” 57,503 +9,608 +20.1% 0.01% $1.5M 2026-02-17 $25.51
2025 Q3 INITIATED β€” β€” β€” 47,895 β€” β€” 0.01% $1.2M 2025-11-14 $25.10

🏒 Other funds also holding SDCP

As of 2026 Q1 β€” sorted by position size

Virtus Fixed Income Advisers, LLC 0.01% VestGen Advisors, LLC 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About &PARTNERS and SDCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning SDCP?

&PARTNERS reported SDCP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SDCP position in &PARTNERS's portfolio?

The largest reported portfolio weight for SDCP was 0.01% in 2025 Q3.

What is the latest reported SDCP position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 58,416 shares, equal to 0.01% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SDCP ownership page compare?

The chart compares &PARTNERS's quarterly SDCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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