Cambridge Investment Research Advisors
NCZ

Cambridge Investment Research Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NCZ Stock Details NCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Buy
24,908
+1,600
+7% +$24.4K ﹤0.01% 3183
2026
Q1 		$313K Sell
23,308
-407
-2% -$5.82K ﹤0.01% 3245
2025
Q4 		$327K Sell
23,715
-5
-0% -$70 ﹤0.01% 3115
2025
Q3 		$324K Sell
23,720
-1,617
-6% -$21.5K ﹤0.01% 3056
2025
Q2 		$325K Sell
25,337
-509
-2% -$6.04K ﹤0.01% 2911
2025
Q1 		$299K Sell
25,846
-680
-3% -$8.49K ﹤0.01% 2865
2024
Q4 		$332K Buy
26,526
+792
+3% +$10.1K ﹤0.01% 2758
2024
Q3 		$320K Buy
25,734
+91
+0.4% +$1.08K ﹤0.01% 2779
2024
Q2 		$300K Sell
25,643
-675
-3% -$7.72K ﹤0.01% 2704
2024
Q1 		$315K Sell
26,318
-1,268
-5% -$14.7K ﹤0.01% 2665
2023
Q4 		$329K Sell
27,586
-344
-1% -$3.8K ﹤0.01% 2522
2023
Q3 		$308K Buy
27,930
+829
+3% +$9.82K ﹤0.01% 2475
2023
Q2 		$337K Buy
27,101
+1,325
+5% +$15.7K ﹤0.01% 2441
2023
Q1 		$309K Buy
25,776
+4,693
+22% +$58.7K ﹤0.01% 2464
2022
Q4 		$243K Sell
21,083
-8,237
-28% -$97.7K ﹤0.01% 2599
2022
Q3 		$331K Sell
29,320
-115
-0.4% -$1.51K ﹤0.01% 2283
2022
Q2 		$372K Buy
29,435
+85
+0.3% +$1.23K ﹤0.01% 2185
2022
Q1 		$508K Buy
29,350
+1,083
+4% +$19.5K ﹤0.01% 2087
2021
Q4 		$577K Buy
28,267
+2,099
+8% +$43.9K ﹤0.01% 1986
2021
Q3 		$543K Buy
26,168
+1,182
+5% +$25.2K ﹤0.01% 1986
2021
Q2 		$535K Buy
24,986
+2,365
+10% +$48.5K ﹤0.01% 1998
2021
Q1 		$451K Buy
22,621
+765
+4% +$15.5K ﹤0.01% 1971
2020
Q4 		$445K Sell
21,856
-1,771
-7% -$32.2K ﹤0.01% 1849
2020
Q3 		$388K Sell
23,627
-1,009
-4% -$16.8K ﹤0.01% 1770
2020
Q2 		$385K Buy
24,636
+6,118
+33% +$88K ﹤0.01% 1699
2020
Q1 		$247K Buy
18,518
+1,798
+11% +$33.2K ﹤0.01% 1792
2019
Q4 		$342K Buy
16,720
+540
+3% +$10.8K ﹤0.01% 1829
2019
Q3 		$326K Buy
16,180
+1,477
+10% +$29.9K ﹤0.01% 1756
2019
Q2 		$297K Buy
14,703
+3,721
+34% +$76.2K ﹤0.01% 1754
2019
Q1 		$251K Sell
10,982
-10
-0.1% -$217 ﹤0.01% 1920
2018
Q4 		$198K Sell
10,992
-1,814
-14% -$39.1K ﹤0.01% 1925
2018
Q3 		$314K Sell
12,806
-1,185
-8% -$29K ﹤0.01% 1769
2018
Q2 		$337K Buy
13,991
+3,059
+28% +$73.4K ﹤0.01% 1642
2018
Q1 		$260K Sell
10,932
-6,595
-38% -$162K ﹤0.01% 1778
2017
Q4 		$435K Buy
17,527
+470
+3% +$11.7K 0.01% 1407
2017
Q3 		$426K Buy
17,057
+3,483
+26% +$87.3K 0.01% 1337
2017
Q2 		$338K Buy
+13,574
New +$333K 0.01% 1440
2016
Q4 		– Sell
-12,799
Closed -$304K – 1784
2016
Q3 		$304K Buy
+12,799
New +$294K 0.01% 1289
2016
Q2 		– Sell
-10,638
Closed -$208K – 1655
2016
Q1 		$208K Buy
10,638
+293
+3% +$5.3K ﹤0.01% 1379
2015
Q4 		$209K Buy
+10,345
New +$217K ﹤0.01% 1346
2015
Q3 		– Sell
-11,877
Closed -$356K – 1557
2015
Q2 		$356K Buy
11,877
+5,411
+84% +$174K 0.01% 977
2015
Q1 		$218K Sell
6,466
-452
-7% -$15.4K 0.01% 1204
2014
Q4 		$247K Buy
6,918
+600
+9% +$21.2K 0.01% 1098
2014
Q3 		$231K Buy
6,318
+280
+5% +$10.7K 0.01% 1223
2014
Q2 		$242K Buy
6,038
+1,254
+26% +$49.4K 0.01% 1105
2014
Q1 		$188K Buy
4,784
+991
+26% +$37.9K 0.01% 1160
2013
Q4 		$136K Sell
3,793
-450
-11% -$15.8K 0.01% 1146
2013
Q3 		$146K Sell
4,243
-514
-11% -$17.7K 0.01% 1093
2013
Q2 		$161K Buy
+4,757
New +$166K 0.01% 1001

Other funds holding NCZ

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Cambridge Investment Research Advisors's NCZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Virtus Convertible & Income Fund II (NCZ) stake by 6.9% in Q2 2026, buying an estimated $24.4K and bringing the position to 24,908 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Cambridge Investment Research Advisors first reported a position in NCZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $577K in Q4 2021. 18 funds tracked by Wall St. Rank hold NCZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 24,908 shares of Virtus Convertible & Income Fund II worth $396K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,600 Virtus Convertible & Income Fund II shares in Q2 2026, an estimated $24.4K.
  • Virtus Convertible & Income Fund II made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3183 holding.
  • Cambridge Investment Research Advisors first reported a position in Virtus Convertible & Income Fund II in Q2 2013 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Virtus Convertible & Income Fund II position peaked at $577K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.