WFA
ZTR

Wipfli Financial Advisors’s Virtus Total Return Fund ZTR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$1K Buy
+91
New +$713 ﹤0.01% 2520

Other funds holding ZTR

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wipfli Financial Advisors's ZTR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Virtus Total Return Fund (ZTR) in Q3 2022: 91 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2520 among its holdings.

71 funds tracked by Wall St. Rank hold ZTR as of Q3 2022.

  • Wipfli Financial Advisors held 91 shares of Virtus Total Return Fund worth $1K as of Q3 2022.
  • Virtus Total Return Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • Virtus Total Return Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2520 holding.
  • 71 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.