Back to NCV-PA
Pinnacle Wealth Planning Services, Inc. → NCV-PA
Pinnacle Wealth Planning Services, Inc. NCV-PA Position History
Virtus Convertible & Income Fund
Quarters held
4
Latest value
$34K
Q3 2026
Peak value
$45K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $45K |
| Q1 2026 | $38K |
| Q2 2026 | $43K |
| Q3 2026 | $34K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34K | 2.2K | — | — |
| Q2 2026 | $43K | 2.4K | — | — |
| Q1 2026 | $38K | 2.6K | — | — |
| Q4 2025 | $45K | 3.0K | — | — |
Other funds holding NCV-PA
$16.3M
$16.2M
$15.7M
$15.3M
$13.8M