Highline Wealth Partners’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.73K Buy
+113
New +$3.01K ﹤0.01% 1119
2026
Q2
– Sell
-100
Closed -$2.43K – 1415
2026
Q1
$2.43K Buy
+100
New +$2.68K ﹤0.01% 1022

Other funds holding ACV

Highline Wealth Partners's ACV Position: Q3 2026 in Review

Highline Wealth Partners opened a new position in Virtus Diversified Income & Convertible Fund (ACV) in Q3 2026: 113 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in ACV as recently as Q1 2026.

Highline Wealth Partners first reported a position in ACV in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold ACV as of Q3 2026.

  • Highline Wealth Partners held 113 shares of Virtus Diversified Income & Convertible Fund worth $2.73K as of Q3 2026.
  • Virtus Diversified Income & Convertible Fund was a new Highline Wealth Partners position in Q3 2026.
  • Virtus Diversified Income & Convertible Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1119 holding.
  • Highline Wealth Partners first reported a position in Virtus Diversified Income & Convertible Fund in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.