IAS
NCZ

Insigneo Advisory Services’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Insigneo Advisory Services’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
Q1 		– Sell
-12,875
Closed -$177K – 801
2025
Q4 		$177K Hold
12,875
– – 0.01% 666
2025
Q3 		$176K Hold
12,875
– – 0.01% 646
2025
Q2 		$165K Hold
12,875
– – 0.01% 584
2025
Q1 		$149K Buy
+12,875
New +$161K 0.02% 539

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SCM
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PCM
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LPL Financial
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Cohen & Steers
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GC
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Envestnet Asset Management
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PAS
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Insigneo Advisory Services's NCZ Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Virtus Convertible & Income Fund II (NCZ) in Q1 2026, closing a stake of 12,875 shares — an estimated $177K sold.

Insigneo Advisory Services first reported a position in NCZ in Q1 2025 and held it in 4 quarters. The position peaked at $177K in Q4 2025. 57 funds tracked by Wall St. Rank hold NCZ as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Virtus Convertible & Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 12,875 Virtus Convertible & Income Fund II shares in Q1 2026, an estimated $177K.
  • Insigneo Advisory Services first reported a position in Virtus Convertible & Income Fund II in Q1 2025 and held it in 4 quarters.
  • Insigneo Advisory Services's Virtus Convertible & Income Fund II position peaked at $177K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.