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Virtus Convertible & Income shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 2.5k 15.00
2025-06-30 $36k 2.5k 14.20
2025-03-31 $32k 2.5k 12.93

More positions owned by Fortitude Family Office

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Apple Stock (AAPL)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Vanguard Mid-cap Etf Etf (VO)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

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