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Vertical Cap Income Fund shs ben int shares owned by Naviter Wealth

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Naviter Wealth from 13F filings

Historical chart of Naviter Wealth 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 Naviter Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $195k 30k 6.48
2025-03-31 $213k 30k 7.09
2024-12-31 $239k 30k 7.94

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Alps Etf Tr Alerian Mlp (AMLP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ares Capital Corporation (ARCC)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Naviter Wealth

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Brooklyn Capital Management
J.w. Cole Advisors
Hancock Bank Trust Department
Jane Street
Cetera Investment Advisers
Melfa Wealth Management
Cura Wealth Advisors
Thomas J. Herzfeld Advisors
Pasadena Private Wealth
Belpointe Asset Management
Citadel Advisors
Wedbush Morgan Securities
Advisor Group Holdings
Freestate Advisors

View all funds holding Vertical Cap Income Fund shs ben int