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Virtus Global Divid Income F shares owned by UMA Financial Services

Quarter-by-quarter ownership of Virtus Global Divid Income F (ZTR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Virtus Global Divid Income F

Tip: Access up to 7 years of quarterly data

All positions including Virtus Global Divid Income F held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Global Divid Income F by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 222 6.45
2025-06-30 $1.4k 222 6.23
2025-03-31 $1.3k 222 5.97
2024-12-31 $1.3k 222 5.86

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Virtus Global Divid Income F

Gridiron Partners
Morgan Stanley
LPL Financial
Guggenheim Capital, LLC Managers
Karpus Investment Management
Stifel Financial
Absolute Investment Advisers
Penserra Capital Management
Yakira Capital Management
Capstone Investment Advisors
OZ Management
Quarry
Private Advisor
Wolverine Asset Management
Brooklyn Capital Management

View all funds holding Virtus Global Divid Income F