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Virtus Allianzgi Equity & Conv shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 435 26.86

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
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Microsoft Corporation (MSFT)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Cape Investment Advisory

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Raymond James Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Saba Capital Management
LPL Financial
Wealth Enhancement Advisory Services
Schwarz Dygos Wheeler Investment Advisors
Invesco
UBS Group
Allspring Global Investments Holdings
Bank of America Corporation
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv