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Virtus Convertible & Income shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 196 15.15

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

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