WIM
ACV

Westside Investment Management’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Westside Investment Management’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
Q1 		$45.4K Hold
1,867
– – 0.01% 596
2025
Q4 		$49.1K Hold
1,867
– – 0.01% 548
2025
Q3 		$45K Hold
1,867
– – 0.01% 573
2025
Q2 		$42.7K Hold
1,867
– – 0.01% 482
2025
Q1 		$37.3K Hold
1,867
– – 0.01% 449
2024
Q4 		$41K Buy
+1,867
New +$40.9K 0.01% 432

Other funds holding ACV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $107M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westside Investment Management's ACV Position: Q1 2026 in Review

Westside Investment Management held its Virtus Diversified Income & Convertible Fund (ACV) position steady in Q1 2026 at 1,867 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #596.

Westside Investment Management first reported a position in ACV in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.1K in Q4 2025. 37 funds tracked by Wall St. Rank hold ACV as of Q1 2026.

  • Westside Investment Management held 1,867 shares of Virtus Diversified Income & Convertible Fund worth $45.4K as of Q1 2026.
  • Westside Investment Management left its Virtus Diversified Income & Convertible Fund share count unchanged in Q1 2026.
  • Virtus Diversified Income & Convertible Fund made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #596 holding.
  • Westside Investment Management first reported a position in Virtus Diversified Income & Convertible Fund in Q4 2024 and has held it in 6 quarters since.
  • Westside Investment Management's Virtus Diversified Income & Convertible Fund position peaked at $49.1K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.