Atria Wealth Solutions’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$437K	Buy	18,262 +8,745	+92%	+$196K	0.01%	977
2025 Q1	$211K	Sell	9,517 -233	-2%	-$5.57K	﹤0.01%	1691
2024 Q4	$240K	Hold	9,750	–	–	﹤0.01%	1693
2024 Q3	$224K	Hold	9,750	–	–	﹤0.01%	1706
2024 Q2	$227K	Sell	9,750 -1,100	-10%	-$24.6K	﹤0.01%	1680
2024 Q1	$243K	Sell	10,850 -5,368	-33%	-$116K	﹤0.01%	1700
2023 Q4	$339K	Sell	16,218 -963	-6%	-$19.5K	﹤0.01%	1417
2023 Q3	$342K	Buy	17,181 +688	+4%	+$14.4K	﹤0.01%	1331
2023 Q2	$349K	Buy	16,493 +1,261	+8%	+$25.3K	﹤0.01%	1349
2023 Q1	$299K	Sell	15,232 -3,778	-20%	-$74K	﹤0.01%	1416
2022 Q4	$384K	Buy	+19,010	New	+$394K	0.01%	1220

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's NIE Position: Q2 2025 in Review

Atria Wealth Solutions increased its Virtus Equity & Convertible Income Fund (NIE) stake by 92% in Q2 2025, buying an estimated $196K and bringing the position to 18,262 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #977.

Atria Wealth Solutions first reported a position in NIE in Q4 2022 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold NIE as of Q2 2025.

Atria Wealth Solutions held 18,262 shares of Virtus Equity & Convertible Income Fund worth $437K as of Q2 2025.
Atria Wealth Solutions bought 8,745 Virtus Equity & Convertible Income Fund shares in Q2 2025, an estimated $196K.
Virtus Equity & Convertible Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #977 holding.
Atria Wealth Solutions first reported a position in Virtus Equity & Convertible Income Fund in Q4 2022 and has held it in 11 quarters since.
87 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.