WIM
ZTR

Westside Investment Management’s Virtus Total Return Fund ZTR Stock Holding History

Westside Investment Management’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-62
Closed -$397 – 1534
2025
Q4 		$397 Buy
+62
New +$400 ﹤0.01% 1443

Other funds holding ZTR

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GC
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SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

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

Westside Investment Management sold out of Virtus Total Return Fund (ZTR) in Q1 2026, closing a stake of 62 shares — an estimated $397 sold.

Westside Investment Management first reported a position in ZTR in Q4 2025 and held it in 1 quarter. The position peaked at $397 in Q4 2025. 92 funds tracked by Wall St. Rank hold ZTR as of Q1 2026.

  • Westside Investment Management reported no remaining Virtus Total Return Fund position as of Q1 2026 after selling out during the quarter.
  • Westside Investment Management sold 62 Virtus Total Return Fund shares in Q1 2026, an estimated $397.
  • Westside Investment Management first reported a position in Virtus Total Return Fund in Q4 2025 and held it in 1 quarter.
  • Westside Investment Management's Virtus Total Return Fund position peaked at $397 in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q1 2026.

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