Pinnacle Wealth Planning Services »

Virtus Convertible & Income shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Convertible & Income by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $45k 3.0k 15.15

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Virtus Convertible & Income

Congress Park Capital
Advisors Asset Management
Penserra Capital Management
LPL Financial
Guggenheim Capital, LLC Managers
Envestnet Asset Management
Ameriprise Financial
Thomas J. Herzfeld Advisors
Wolverine Asset Management
Private Advisor
Summit Financial
Advisor Group Holdings
WNY Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income