MCA
ZTR

McGuire Capital Advisors’s Virtus Total Return Fund ZTR Stock Holding History

McGuire Capital Advisors’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Buy
3,059
+68
+2% +$460 0.01% 311
2026
Q1 		$19.8K Buy
+2,991
New +$19.8K 0.01% 290

Other funds holding ZTR

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

McGuire Capital Advisors's ZTR Position: Q2 2026 in Review

McGuire Capital Advisors increased its Virtus Total Return Fund (ZTR) stake by 2.3% in Q2 2026, buying an estimated $460 and bringing the position to 3,059 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #311.

McGuire Capital Advisors first reported a position in ZTR in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold ZTR as of Q2 2026.

  • McGuire Capital Advisors held 3,059 shares of Virtus Total Return Fund worth $20.9K as of Q2 2026.
  • McGuire Capital Advisors bought 68 Virtus Total Return Fund shares in Q2 2026, an estimated $460.
  • Virtus Total Return Fund made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #311 holding.
  • McGuire Capital Advisors first reported a position in Virtus Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.