Root Financial Partners »

Virtus Convertible & Income shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4k 161 14.88

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

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
Saba Capital Management
Wolverine Asset Management
Private Advisor
Summit Financial
Advisor Group Holdings
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income