HWP
NCZ

Highline Wealth Partners’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Highline Wealth Partners’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 		$3.18K Buy
+200
New +$3.05K ﹤0.01% 999
2026
Q1 		– Sell
-75
Closed -$1.03K – 1351
2025
Q4 		$1.03K Hold
75
– – ﹤0.01% 915
2025
Q3 		$1.03K Buy
+75
New +$998 ﹤0.01% 921

Other funds holding NCZ

CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Highline Wealth Partners opened a new position in Virtus Convertible & Income Fund II (NCZ) in Q2 2026: 200 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in NCZ as recently as Q4 2025.

Highline Wealth Partners first reported a position in NCZ in Q3 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold NCZ as of Q2 2026.

  • Highline Wealth Partners held 200 shares of Virtus Convertible & Income Fund II worth $3.18K as of Q2 2026.
  • Virtus Convertible & Income Fund II was a new Highline Wealth Partners position in Q2 2026.
  • Virtus Convertible & Income Fund II made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #999 holding.
  • Highline Wealth Partners first reported a position in Virtus Convertible & Income Fund II in Q3 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q2 2026.

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