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Virtus Convertible & Income shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6k 93 17.59
2026-03-31 $1.4k 93 14.88
2025-12-31 $1.4k 93 15.15

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State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
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Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Virtus Convertible & Income

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

View all funds holding Virtus Convertible & Income