B. Riley Wealth Advisors
ACV icon

B. Riley Wealth Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

B. Riley Wealth Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$588K Sell
24,311
-955
-4% -$25.5K 0.02% 515
2026
Q2 		$706K Buy
25,266
+45
+0.2% +$1.21K 0.04% 387
2026
Q1 		$599K Buy
25,221
+652
+3% +$17.5K 0.04% 400
2025
Q4 		$646K Buy
24,569
+32
+0.1% +$815 0.03% 448
2025
Q3 		$591K Buy
24,537
+53
+0.2% +$1.22K 0.03% 483
2025
Q2 		$560K Sell
24,484
-444
-2% -$9.3K 0.03% 493
2025
Q1 		$499K Buy
24,928
+73
+0.3% +$1.59K 0.01% 762
2024
Q4 		$546K Sell
24,855
-29
-0.1% -$635 0.02% 666
2024
Q3 		$530K Sell
24,884
-539
-2% -$11.3K 0.01% 722
2024
Q2 		$539K Buy
25,423
+1,864
+8% +$41.2K 0.01% 782
2024
Q1 		$444K Sell
23,559
-1,062
-4% -$23.8K 0.01% 853
2023
Q4 		$521K Buy
24,621
+1,062
+5% +$20.2K 0.01% 790
2023
Q3 		$444K Buy
23,559
+1,859
+9% +$36.4K 0.01% 853
2023
Q2 		$437K Buy
21,700
+1,077
+5% +$20.7K 0.01% 921
2023
Q1 		$402K Buy
20,623
+1,177
+6% +$24.4K 0.01% 915
2022
Q4 		$368K Sell
19,446
-133
-0.7% -$2.6K 0.01% 932
2022
Q3 		$344K Buy
19,579
+3,190
+19% +$67.9K 0.01% 937
2022
Q2 		$320K Buy
16,389
+365
+2% +$7.99K 0.01% 848
2022
Q1 		$408K Sell
16,024
-511
-3% -$14K 0.01% 858
2021
Q4 		$534K Buy
16,535
+4,210
+34% +$147K 0.02% 773
2021
Q3 		$418K Buy
12,325
+165
+1% +$5.79K 0.01% 871
2021
Q2 		$422K Buy
12,160
+169
+1% +$5.61K 0.01% 853
2021
Q1 		$377K Sell
11,991
-1,364
-10% -$45.3K 0.01% 872
2020
Q4 		$437K Buy
13,355
+3,298
+33% +$95.5K 0.02% 586
2020
Q3 		$255K Buy
10,057
+148
+1% +$3.78K 0.01% 763
2020
Q2 		$229K Buy
+9,909
New +$211K 0.02% 726
2020
Q1 		– Sell
-22,758
Closed -$560K – 793
2019
Q4 		$560K Sell
22,758
-877
-4% -$21K 0.05% 399
2019
Q3 		$539K Buy
23,635
+455
+2% +$10.7K 0.05% 388
2019
Q2 		$542K Buy
23,180
+443
+2% +$10.3K 0.06% 351
2019
Q1 		$515K Buy
+22,737
New +$489K 0.06% 332

Other funds holding ACV

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Emissary Wealth LLC
Emissary Wealth LLC Hackensack, New Jersey $140M AUM 21.59% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return

B. Riley Wealth Advisors's ACV Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Virtus Diversified Income & Convertible Fund (ACV) stake by 3.8% in Q3 2026, selling an estimated $25.5K and leaving 24,311 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #515.

B. Riley Wealth Advisors first reported a position in ACV in Q1 2019 and has held it in 30 quarters since. The position peaked at $706K in Q2 2026. 29 funds tracked by Wall St. Rank hold ACV as of Q3 2026.

  • B. Riley Wealth Advisors held 24,311 shares of Virtus Diversified Income & Convertible Fund worth $588K as of Q3 2026.
  • B. Riley Wealth Advisors sold 955 Virtus Diversified Income & Convertible Fund shares in Q3 2026, an estimated $25.5K.
  • Virtus Diversified Income & Convertible Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #515 holding.
  • B. Riley Wealth Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q1 2019 and has held it in 30 quarters since.
  • B. Riley Wealth Advisors's Virtus Diversified Income & Convertible Fund position peaked at $706K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.