Virtus Convertible & Income Fund II (NCZ-PA) — SEC Filings
Virtus Convertible & Income Fund II (NCZ-PA) — 4 SEC filings. Latest: DEF 14A (Apr 8, 2025). Includes 2 DEF 14A, 2 SC 13G/A.
View Virtus Convertible & Income Fund II on SEC EDGAR
Overview
Virtus Convertible & Income Fund II (NCZ-PA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Apr 8, 2025: Virtus Convertible & Income Fund II (formerly Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund) and Virtus Convertible & Income Fund (formerly Virtus AllianzGI Convertible & Income Fund) filed a DEF 14A on April 8, 2025. These filings relate to their fiscal year ending Januar
Sentiment Summary
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant filing sentiment for Virtus Convertible & Income Fund II is neutral.
Filing Type Overview
Virtus Convertible & Income Fund II (NCZ-PA) has filed 2 DEF 14A, 2 SC 13G/A with the SEC between Feb 2024 to Apr 2025.
Filings by Year
Recent SEC Filings (4)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 8, 2025 | DEF 14A | Virtus Funds File DEF 14A for FY25 | low |
| Nov 8, 2024 | SC 13G/A | SC 13G/A Filing | |
| Apr 9, 2024 | DEF 14A | Virtus Convertible & Income Fund II Files DEF 14A | low |
| Feb 9, 2024 | SC 13G/A | Morgan Stanley Amends Stake in Virtus Convertible & Income Fund II | low |
Risk Profile
Risk Assessment: Of NCZ-PA's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
The filing pertains to a closed-end investment fund, which is a type of pooled investment security. These funds are typically managed by investment professionals and their performance is subject to market conditions.
Top Tags
proxy-statement (1) · annual-report (1) · fund-filing (1) · DEF 14A (1) · Virtus Convertible & Income Fund II (1) · Corporate Filing (1) · Proxy Statement (1) · SEC Filing (1) · institutional-ownership (1) · amendment (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fiscal Year End | 0131 | The filing covers the fiscal year ending January 31, 2025. |
| Filing Date | 20250408 | The DEF 14A was filed on April 8, 2025. |
Frequently Asked Questions
What are the latest SEC filings for Virtus Convertible & Income Fund II (NCZ-PA)?
Virtus Convertible & Income Fund II has 4 recent SEC filings from Feb 2024 to Apr 2025, including 2 DEF 14A, 2 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of NCZ-PA filings?
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant sentiment is neutral.
Where can I find Virtus Convertible & Income Fund II SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Virtus Convertible & Income Fund II (NCZ-PA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Virtus Convertible & Income Fund II?
Financial highlights for Virtus Convertible & Income Fund II are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for NCZ-PA?
The investment thesis for NCZ-PA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Virtus Convertible & Income Fund II?
Executive information for Virtus Convertible & Income Fund II is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Virtus Convertible & Income Fund II stock?
Of NCZ-PA's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Virtus Convertible & Income Fund II?
Forward guidance and predictions for Virtus Convertible & Income Fund II are extracted from SEC filings as they are enriched.