Sugarloaf Wealth Management, LLC - VIRTUS ALLIANZGI DIVERSIFIED ownership

VIRTUS ALLIANZGI DIVERSIFIED's ticker is ACV and the CUSIP is 92840N100. A total of 28 filers reported holding VIRTUS ALLIANZGI DIVERSIFIED in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VIRTUS ALLIANZGI DIVERSIFIED
ValueSharesWeighting
Q1 2023$34,477
+7.9%
1,785
+3.7%
0.01%0.0%
Q4 2022$31,959
+6.5%
1,722
+2.9%
0.01%0.0%
Q3 2022$30,000
-6.2%
1,674
+2.6%
0.01%0.0%
Q2 2022$32,000
-22.0%
1,632
+2.4%
0.01%
-20.0%
Q1 2022$41,000
-4.7%
1,594
+20.5%
0.01%0.0%
Q4 2021$43,000
-2.3%
1,323
+1.5%
0.01%
-16.7%
Q3 2021$44,000
-2.2%
1,304
+1.5%
0.01%0.0%
Q2 2021$45,000
+12.5%
1,285
+1.6%
0.01%0.0%
Q1 2021$40,0001,2650.01%
Other shareholders
VIRTUS ALLIANZGI DIVERSIFIED shareholders Q2 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 19,199$370,7330.16%
Advisors Asset Management, Inc. 246,140$4,752,9630.10%
MCDONALD PARTNERS LLC 14,000$270,3400.09%
Hennion & Walsh Asset Management, Inc. 42,472$8200.05%
GUGGENHEIM CAPITAL LLC 216,392$4,178,5290.04%
RVW Wealth, LLC 12,100$233,6510.03%
FNY Investment Advisers, LLC 1,200$230.03%
B. Riley Wealth Advisors, Inc. 20,623$401,8060.01%
New Hampshire Trust 1,650$31,8620.01%
Ahrens Investment Partners LLC 900$17,3790.01%
View complete list of VIRTUS ALLIANZGI DIVERSIFIED shareholders