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

GHP Investment 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 Q3	$10.6K	Hold	750	–	–	﹤0.01%	750
2026 Q2	$11.9K	Hold	750	–	–	﹤0.01%	789
2026 Q1	$10.1K	Hold	750	–	–	﹤0.01%	812
2025 Q4	$10.3K	Hold	750	–	–	﹤0.01%	731
2025 Q3	$10.3K	Hold	750	–	–	﹤0.01%	705
2025 Q2	$9.63K	Buy	+750	New	+$8.9K	﹤0.01%	718

Other funds holding NCZ

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GHP Investment Advisors's NCZ Position: Q3 2026 in Review

GHP Investment Advisors held its Virtus Convertible & Income Fund II (NCZ) position steady in Q3 2026 at 750 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

GHP Investment Advisors first reported a position in NCZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.9K in Q2 2026. 6 funds tracked by Wall St. Rank hold NCZ as of Q3 2026.

GHP Investment Advisors held 750 shares of Virtus Convertible & Income Fund II worth $10.6K as of Q3 2026.
GHP Investment Advisors left its Virtus Convertible & Income Fund II share count unchanged in Q3 2026.
Virtus Convertible & Income Fund II made up ﹤0.01% of GHP Investment Advisors's portfolio in Q3 2026, its #750 holding.
GHP Investment Advisors first reported a position in Virtus Convertible & Income Fund II in Q2 2025 and has held it in 6 quarters since.
GHP Investment Advisors's Virtus Convertible & Income Fund II position peaked at $11.9K in Q2 2026.
6 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q3 2026.

Based on GHP Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.