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Virtus Convertible & Income shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Income by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $101k 6.7k 15.00
2025-06-30 $13k 900 14.20
2025-03-31 $3.9k 300 12.93

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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