AWS
NFJ

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

Atria Wealth Solutions’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
2025
Q2 		$202K Hold
16,273
– – ﹤0.01% 1389
2025
Q1 		$197K Buy
16,273
+4,504
+38% +$56.9K ﹤0.01% 1725
2024
Q4 		$149K Buy
+11,769
New +$151K ﹤0.01% 1872
2023
Q3 		– Sell
-11,833
Closed -$144K – 1940
2023
Q2 		$144K Sell
11,833
-212
-2% -$2.5K ﹤0.01% 1751
2023
Q1 		$142K Buy
+12,045
New +$143K ﹤0.01% 1725
2022
Q4 		– Sell
-10,755
Closed -$115K – 1858
2022
Q3 		$115K Buy
+10,755
New +$132K ﹤0.01% 1622

Other funds holding NFJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return