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Virtus Convertible & Income shares owned by Cornerstone Advisors

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

Historical chart of Cornerstone Advisors investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Cornerstone Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $949k 63k 15.00
2025-06-30 $1.6M 111k 14.20

More positions owned by Cornerstone Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Exxon Mobil Corporation (XOM)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)

View all positions for Cornerstone 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