HWP
ACV

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

Highline Wealth Partners’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
Q2 		– Sell
-100
Closed -$2.43K – 1415
2026
Q1 		$2.43K Buy
+100
New +$2.68K ﹤0.01% 1022

Other funds holding ACV

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's ACV Position: Q2 2026 in Review

Highline Wealth Partners sold out of Virtus Diversified Income & Convertible Fund (ACV) in Q2 2026, closing a stake of 100 shares — an estimated $2.43K sold.

Highline Wealth Partners first reported a position in ACV in Q1 2026 and held it in 1 quarter. The position peaked at $2.43K in Q1 2026. 7 funds tracked by Wall St. Rank hold ACV as of Q2 2026.

  • Highline Wealth Partners reported no remaining Virtus Diversified Income & Convertible Fund position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 100 Virtus Diversified Income & Convertible Fund shares in Q2 2026, an estimated $2.43K.
  • Highline Wealth Partners first reported a position in Virtus Diversified Income & Convertible Fund in Q1 2026 and held it in 1 quarter.
  • Highline Wealth Partners's Virtus Diversified Income & Convertible Fund position peaked at $2.43K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.