Next Level Wealth Planning’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Next Level Wealth Planning’s Portfolio ACV Stock Details ACV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.28K	Buy	+136	New	+$3.62K	﹤0.01%	419

Other funds holding ACV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Next Level Wealth Planning's ACV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Virtus Diversified Income & Convertible Fund (ACV) in Q3 2026: 136 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

17 funds tracked by Wall St. Rank hold ACV as of Q3 2026.

Next Level Wealth Planning held 136 shares of Virtus Diversified Income & Convertible Fund worth $3.28K as of Q3 2026.
Virtus Diversified Income & Convertible Fund was a new Next Level Wealth Planning position in Q3 2026.
Virtus Diversified Income & Convertible Fund made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #419 holding.
17 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.