Root Financial Partners
NCZ icon

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
Q3 		$3.26K Buy
+231
New +$3.54K ﹤0.01% 2407
2026
Q2 		– Sell
-231
Closed -$3.1K – 2165
2026
Q1 		$3.1K Buy
+231
New +$3.3K ﹤0.01% 2142

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Blue Bell Private Wealth Management
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Walled Lake Planning & Wealth Management
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ICMP
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Root Financial Partners's NCZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Virtus Convertible & Income Fund II (NCZ) in Q3 2026: 231 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #2407 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NCZ as recently as Q1 2026.

Root Financial Partners first reported a position in NCZ in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold NCZ as of Q3 2026.

  • Root Financial Partners held 231 shares of Virtus Convertible & Income Fund II worth $3.26K as of Q3 2026.
  • Virtus Convertible & Income Fund II was a new Root Financial Partners position in Q3 2026.
  • Virtus Convertible & Income Fund II made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2407 holding.
  • Root Financial Partners first reported a position in Virtus Convertible & Income Fund II in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund II as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.