Wealth Effects LLC

SEC CIK: 0001907254
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

NCZ holding history

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

NCZ overview All 13F holders of NCZ Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of NCZ by Wealth Effects LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−3,975−100.0%	Sold outConverted for a 1-for-4 split	Holders
Q4 2024	15,900	$49.8K	<0.1%	+1,700+12.0%	Added	Holders
Q3 2024	14,200	$44.2K	<0.1%	+14,200	New	Holders