Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ACV holding history

Virtus Diversified Income & Convertible Fund in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACV overviewAll 13F holders of ACVFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of ACV by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−830−100.0%Sold outHolders
Q1 2022830$21.0K<0.1%00.0%UnchangedHolders
Q4 2021830$27.0K<0.1%00.0%UnchangedHolders
Q3 2021830$28.0K<0.1%00.0%UnchangedHolders
Q2 2021830$29.0K<0.1%00.0%UnchangedHolders
Q1 2021830$26.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.