Nemes Rush Group
ZTR icon

Nemes Rush Group’s Virtus Total Return Fund ZTR Stock Holding History

Nemes Rush Group’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
Q3 		$8.58K Hold
1,423
– – ﹤0.01% 578
2026
Q2 		$9.7K Buy
1,423
+384
+37% +$2.6K ﹤0.01% 581
2026
Q1 		$6.88K Buy
+1,039
New +$6.89K ﹤0.01% 597

Other funds holding ZTR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.72% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Nemes Rush Group's ZTR Position: Q3 2026 in Review

Nemes Rush Group held its Virtus Total Return Fund (ZTR) position steady in Q3 2026 at 1,423 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Nemes Rush Group first reported a position in ZTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.7K in Q2 2026. 46 funds tracked by Wall St. Rank hold ZTR as of Q3 2026.

  • Nemes Rush Group held 1,423 shares of Virtus Total Return Fund worth $8.58K as of Q3 2026.
  • Nemes Rush Group left its Virtus Total Return Fund share count unchanged in Q3 2026.
  • Virtus Total Return Fund made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #578 holding.
  • Nemes Rush Group first reported a position in Virtus Total Return Fund in Q1 2026 and has held it in 3 quarters since.
  • Nemes Rush Group's Virtus Total Return Fund position peaked at $9.7K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.