Arkadios Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Arkadios Wealth Advisors’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Buy	+8,594	New	+$223K	﹤0.01%	1551

Other funds holding NIE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

Arkadios Wealth Advisors's NIE Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Virtus Equity & Convertible Income Fund (NIE) in Q2 2026: 8,594 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1551 among its holdings.

94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

Arkadios Wealth Advisors held 8,594 shares of Virtus Equity & Convertible Income Fund worth $231K as of Q2 2026.
Virtus Equity & Convertible Income Fund was a new Arkadios Wealth Advisors position in Q2 2026.
Virtus Equity & Convertible Income Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1551 holding.
94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.