Prevail Innovative Wealth Advisors’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Prevail Innovative Wealth Advisors’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
2025 Q2	$1.28M	Buy
2025 Q1	$1M	Buy
2024 Q4	$832K	Buy
2024 Q3	$546K	Buy
2024 Q2	$96.9K	Hold
2024 Q1	$99.2K	Hold
2023 Q4	$98.9K	Hold
2023 Q3	$91.6K	Hold
2023 Q2	$103K	Buy