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Virtus Convertible & Income shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 793 14.88
2025-03-31 $10k 793 12.93

More positions owned by Financial Gravity Wealth

Ishares Core International Aggregate Bond Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcorporate Bond Etf Uit Exchange Traded (HYLB)
Ishares 0-5 Year High Yield Corporate Bond Etf Uit Exchange Traded (SHYG)
State Street Spdr Portfolio S&p 600 Small Cap Etf Uit Exchange Traded (SPSM)
Wisdomtree U.s. Largecapfund Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Xtrackers Low Beta High Yield Bond Etf Uit Exchange Traded (HYDW)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Uit Exchange Traded (SPIB)
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uit Exchange Traded (SPMD)
State Street Spdr Portfolio S&p 500 Growthetf Uit Exchange Traded (SPYG)
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uit Exchange Traded (VWOB)
State Street Spdr Portfolio Emerging Markets Etf Uit Exchange Traded (SPEM)
State Street Spdr Portfolio S&p 500 High Dividend Etf Uit Exchange Traded (SPYD)
State Street Spdr Portfolio Corporate Bondetf Uit Exchange Traded (SPBO)
State Street Spdr Portfolio S&p 500 Value Etf Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Virtus Convertible & Income

Morgan Stanley
Congress Park Capital
Saba Capital Management
Advisors Asset Management
Guggenheim Capital, LLC Managers
Penserra Capital Management
LPL Financial
Ameriprise Financial
Bank of America Corporation
Private Advisor
Summit Financial
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income