We are live on ! Find out more
NCZ

Virtus Convertible & Income Fund II

Name Holding Trade Value Shares
Change
Change in
Stake
6M
26
6 Meridian
Kansas
$636K -$174K -8,147 -21%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$543K +$25.2K +1,182 +5%
SIM
28
Sonora Investment Management
Arizona
$488K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$485K +$498K +23,375 New
Comerica Bank
30
Comerica Bank
Texas
$461K +$191K +8,948 +70%
SWM
31
Spire Wealth Management
Virginia
$453K +$71.1K +3,336 +18%
BRWA
32
B. Riley Wealth Advisors
Florida
$330K +$16.2K +759 +5%
CF
33
Centaurus Financial
California
$317K +$325K +15,271 New
ACP
34
Arcus Capital Partners
Georgia
$196K +$21 +1 +0%
AI
35
AXS Investments
New York
$196K +$201K +9,419 New
Goldman Sachs
36
Goldman Sachs
New York
$159K +$2.24K +105 +1%
Truist Financial
37
Truist Financial
North Carolina
$145K +$82.9K +3,889 +126%
Invesco
38
Invesco
Georgia
$124K +$127K +5,957 New
MAG
39
MRA Advisory Group
New Jersey
$123K -$8.16K -383 -6%
TWP
40
Tempus Wealth Planning
California
$100K
SIC
41
Samalin Investment Counsel
New York
$98K +$101K +4,736 New
QC
42
Quantedge Capital
Singapore
$91K -$248K -11,650 -73%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$91K -$45.8K -2,149 -33%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$91K
CIA
45
Capital Investment Advisors
Georgia
$88K -$9.12K -428 -9%
KPWS
46
Kestra Private Wealth Services
Texas
$86K +$32.5K +1,523 +58%
CWC
47
Carolinas Wealth Consulting
North Carolina
$71K +$72.1K +3,381 New
NA
48
NewEdge Advisors
Louisiana
$68K
CA
49
Cetera Advisors
Colorado
$61K +$62.4K +2,926 New
Wells Fargo
50
Wells Fargo
California
$59K -$3.2K -150 -5%