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Virtus Global Divid Income F shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 3.2k 6.83

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Virtus Global Divid Income F

LPL Financial
Guggenheim Capital, LLC Managers
Saba Capital Management
Penserra Capital Management
Stifel Financial
Karpus Investment Management
Capstone Investment Advisors
Private Advisor
Morgan Stanley
Absolute Investment Advisers
Envestnet Asset Management
Bank of America Corporation
Ashton Thomas Securities
Park Avenue Securities
OZ Management

View all funds holding Virtus Global Divid Income F