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Virtus Convertible & Income shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 14k 15.00
2025-06-30 $203k 14k 14.20
2025-03-31 $143k 11k 12.93

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Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Growth Etf Etf (VUG)
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View all positions for CoreCap Advisors

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