Westside Investment Management, Inc.
Position in ACV — Virtus Diversified Income & Convertible Fund
CIK 1538383
SANTA MONICA, CA
Position in ACV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$52,910
+$7,542 QoQ
Shares Held
1,867
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 40 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $3,252,089 across 28 Asset Management names. ACV ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
20,389 | $2,399,173 | |
| 2 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,000 | $174,900 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
3,200 | $82,432 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
6,000 | $69,420 | |
| 5 | ACV |
Virtus Diversified Income & Convertible Fund
This page
|
1,867 | $52,910 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
1,667 | $42,958 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
1,834 | $41,723 | |
| 8 | BLK |
BlackRock, Inc.
|
38 | $36,539 |
All Filings in ACV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,910 | 1,867 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $45,368 | 1,867 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $49,083 | 1,867 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,994 | 1,867 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,735 | 1,867 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,340 | 1,867 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $40,980 | 1,867 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||