Twelve Points Wealth Management »

Virtus Convertible & Inc shares owned by Twelve Points Wealth Management

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Twelve Points Wealth Management from 13F filings

Historical chart of Twelve Points Wealth Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Twelve Points Wealth Management 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $648k 47k 13.68
2025-06-30 $618k 48k 12.84
2025-03-31 $556k 48k 11.56

More positions owned by Twelve Points Wealth Management

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Asa Gold And Precious Mtls L SHS (ASA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Global 100 Etf (IOO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core Div Grwth (DGRO)
Ishares Silver Tr Ishares (SLV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Doubleline Opportunistic Cr (DBL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Nuveen Equity Premium Income Fund (BXMX)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Twelve Points Wealth Management

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