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NCZ

Root Financial Partners’s Virtus Convertible & Income Fund II NCZ Stock Holding History

Root Financial Partners’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
Q1 		$3.1K Buy
+231
New +$3.3K ﹤0.01% 2142

Other funds holding NCZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Root Financial Partners's NCZ Position: Q1 2026 in Review

Root Financial Partners opened a new position in Virtus Convertible & Income Fund II (NCZ) in Q1 2026: 231 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings.

57 funds tracked by Wall St. Rank hold NCZ as of Q1 2026.

  • Root Financial Partners held 231 shares of Virtus Convertible & Income Fund II worth $3.1K as of Q1 2026.
  • Virtus Convertible & Income Fund II was a new Root Financial Partners position in Q1 2026.
  • Virtus Convertible & Income Fund II made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2142 holding.
  • 57 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.