WPA
NCV

Wealth Preservation Advisors’s Virtus Convertible & Income Fund NCV Stock Holding History

Wealth Preservation Advisors’s Portfolio NCV Stock Details NCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-196
Closed -$2.97K – 1139
2025
Q4 		$2.97K Hold
196
– – ﹤0.01% 464
2025
Q3 		$2.94K Hold
196
– – ﹤0.01% 445
2025
Q2 		$2.78K Hold
196
– – ﹤0.01% 441
2025
Q1 		$2.53K Buy
+196
New +$2.7K ﹤0.01% 454

Other funds holding NCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wealth Preservation Advisors's NCV Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Virtus Convertible & Income Fund (NCV) in Q1 2026, closing a stake of 196 shares — an estimated $2.97K sold.

Wealth Preservation Advisors first reported a position in NCV in Q1 2025 and held it in 4 quarters. The position peaked at $2.97K in Q4 2025. 59 funds tracked by Wall St. Rank hold NCV as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Virtus Convertible & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 196 Virtus Convertible & Income Fund shares in Q1 2026, an estimated $2.97K.
  • Wealth Preservation Advisors first reported a position in Virtus Convertible & Income Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Virtus Convertible & Income Fund position peaked at $2.97K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Virtus Convertible & Income Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.