Chung Wu Investment Group »

Vertical Cap Income Fund shs ben int shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4k 2.0k 3.21

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Micron Technology (MU)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Antero Midstream Corp antero midstream (AM)
Exxon Mobil Corporation (XOM)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
MasTec (MTZ)
Ge Vernova (GEV)

View all positions for Chung Wu Investment Group

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Morgan Stanley
Brooklyn Capital Management
Hancock Bank Trust Department
Almitas Capital
Eagle Point Credit Management
Thomas J. Herzfeld Advisors
GatePass Capital
Cetera Investment Advisers
Belpointe Asset Management
Melfa Wealth Management
Cura Wealth Advisors
LPL Financial
Kovack Advisors
Citadel Advisors

View all funds holding Vertical Cap Income Fund shs ben int