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Creative Planning

Position in ZTR — Virtus Total Return Fund Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ZTR

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$152,207
-$303 QoQ
Shares Held
22,992
-5.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ZTR Over Time

Shares Held

Position Value (USD)

All Filings in ZTR

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $152,207 22,992
2025-12-31 $152,510 24,208
2023-12-31 $57,981 10,523