Prevail Innovative Wealth Advisors »

Virtus Convertible & Inc shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Prevail Innovative Wealth Advisors 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 & Inc by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 121k 13.68
2025-06-30 $1.3M 100k 12.84

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
NVIDIA Corporation (NVDA)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Virtus Convertible & Inc

Morgan Stanley
Advisors Asset Management
Penserra Capital Management
Congress Park Capital
Cohen & Steers Capital Management
LPL Financial
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Prevail Innovative Wealth Advisors
Oppenheimer & Co
Invesco
Envestnet Asset Management
Park Avenue Securities
Royal Bank of Canada
Wealth Enhancement Advisory Services

View all funds holding Virtus Convertible & Inc