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Virtus Convertible & Income shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Income by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 93k 14.86
2025-06-30 $1.3M 89k 14.20
2025-03-31 $695k 54k 12.93

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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
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Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding Virtus Convertible & Income

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Penserra Capital Management
LPL Financial
Ameriprise Financial
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Summit Financial
Private Advisor
WNY Asset Management
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income