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 Q2	$52.9K	Hold	1,867	–	–	0.01%	575
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWL

Emissary Wealth LLC Hackensack, New Jersey $131M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Westside Investment Management's ACV Position: Q2 2026 in Review

Westside Investment Management held its Virtus Diversified Income & Convertible Fund (ACV) position steady in Q2 2026 at 1,867 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #575.

Westside Investment Management first reported a position in ACV in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold ACV as of Q2 2026.

Westside Investment Management held 1,867 shares of Virtus Diversified Income & Convertible Fund worth $52.9K as of Q2 2026.
Westside Investment Management left its Virtus Diversified Income & Convertible Fund share count unchanged in Q2 2026.
Virtus Diversified Income & Convertible Fund made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #575 holding.
Westside Investment Management first reported a position in Virtus Diversified Income & Convertible Fund in Q4 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.