WAVEMAN · COMPANY

NCZ · Virtus Convertible & Income Fund Ii

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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NCZ

Name: Virtus Convertible & Income Fund II (NCZ) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Virtus Convertible & Income Fund II

FUNDS & TRUSTS · REGISTERED INVESTMENT COMPANY · CIK 0001227857

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$6.0K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

XBRL, annual

NET MARGIN

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$6.0K over 180 days

+$6.0K over 90 days

below 72% of Funds & Trusts

CONGRESS

no member of Congress has reported trading it

FUNDS

32 funds added or opened last quarter

below 66% of Funds & Trusts

REVENUE

no revenue reported in any filing

MARGIN

no margin: this company reports no revenue to divide by

BUYBACKS

no share repurchases reported

SHORT

1.0 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

32 funds added or opened positions in the latest 13F quarter, of 62 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +26.2%

+26.2%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $6.0K bought by insiders over 180 days, 32 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

RCG ECAT BCAT ASA NMFC RWAY MEGI GF PFX TPVG EMO CPZ

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Virtus Convertible & Income Fund II insiders bought a net $6.0K of stock across 6 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

MCDANIEL CONNIE D

Director

BUY

2026-08-18

382.0

$6.0K

MCDANIEL CONNIE D

Director

BUY

2025-06-17

422.0

$5.2K

ZINO BRIAN T

Director

BUY

2022-03-28

3,000.0

$12.8K

DeCotis Deborah A

Director

BUY

2022-03-03

1,134.0

$5.0K

AYLWARD GEORGE R

President and CEO

BUY

2021-12-21

10,049.0

$50.0K

6 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 1 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

MORGAN STANLEY

2,856,116.0 sh

$45.4M

Advisors Asset Management, Inc.

1,296,527.0 sh

$20.6M

Congress Park Capital LLC

542,943.0 sh

$8.6M

GUGGENHEIM CAPITAL LLC

370,125.0 sh

$5.9M

ENVESTNET ASSET MANAGEMENT INC

330,016.0 sh

$5.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Saba Closed-End Funds ETF

$2.9M POSITION · AS OF 2026-02-28

0.8%

Amplify CEF High Income ETF

$4.5M POSITION · AS OF 2026-03-31

0.7%

Multi-Hedge Strategies Fund

$2.0K POSITION · AS OF 2026-03-31

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK