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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

NFJ holding history

Virtus Dividend, Interest & Premium Strategy Fund in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NFJ overviewAll 13F holders of NFJFull Q2 2026 holdings

Shares (Q2 2026)
26,881
Value
$408.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of NFJ by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,881$408.3K0.1%+9,678+56.3%AddedHolders
Q1 202617,203$216.9K0.1%+17,203NewHolders