Atlas Wealth’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Atlas Wealth’s Portfolio NFJ Stock Details NFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	+68,822	New	+$989K	0.15%	94

Other funds holding NFJ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atlas Wealth's NFJ Position: Q2 2026 in Review

Atlas Wealth opened a new position in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q2 2026: 68,822 shares worth $1.05M. The stake represents 0.15% of the portfolio and ranks #94 among its holdings.

46 funds tracked by Wall St. Rank hold NFJ as of Q2 2026.

Atlas Wealth held 68,822 shares of Virtus Dividend, Interest & Premium Strategy Fund worth $1.05M as of Q2 2026.
Virtus Dividend, Interest & Premium Strategy Fund was a new Atlas Wealth position in Q2 2026.
Virtus Dividend, Interest & Premium Strategy Fund made up 0.15% of Atlas Wealth's portfolio in Q2 2026, its #94 holding.
46 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.