Institute for Wealth Management’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Institute for Wealth Management’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	$939	Buy	+59	New	+$900	﹤0.01%	1666

Other funds holding NCZ

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Institute for Wealth Management's NCZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Virtus Convertible & Income Fund II (NCZ) in Q2 2026: 59 shares worth $939. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings.

31 funds tracked by Wall St. Rank hold NCZ as of Q2 2026.

Institute for Wealth Management held 59 shares of Virtus Convertible & Income Fund II worth $939 as of Q2 2026.
Virtus Convertible & Income Fund II was a new Institute for Wealth Management position in Q2 2026.
Virtus Convertible & Income Fund II made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1666 holding.
31 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.