AWM
NFJ

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

Atticus Wealth Management’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
Q3 		– Sell
-1,432
Closed -$17.8K – 472
2025
Q2 		$17.8K Hold
1,432
– – ﹤0.01% 423
2025
Q1 		$17.4K Hold
1,432
– – 0.01% 334
2024
Q4 		$18.1K Hold
1,432
– – 0.01% 338
2024
Q3 		$18.7K Hold
1,432
– – 0.01% 335
2024
Q2 		$17.6K Buy
+1,432
New +$17.5K 0.01% 324
2023
Q4 		– Sell
-20
Closed -$227 – 590
2023
Q3 		$227 Hold
20
– – ﹤0.01% 567
2023
Q2 		$245 Hold
20
– – ﹤0.01% 561
2023
Q1 		$236 Hold
20
– – ﹤0.01% 525
2022
Q4 		$226 Hold
20
– – ﹤0.01% 517
2022
Q3 		$0 Hold
20
– – ﹤0.01% 606
2022
Q2 		$0 Hold
20
– – ﹤0.01% 629
2022
Q1 		$0 Buy
+20
New +$290 ﹤0.01% 611

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Atticus Wealth Management's NFJ Position: Q3 2025 in Review

Atticus Wealth Management sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q3 2025, closing a stake of 1,432 shares — an estimated $17.8K sold.

Atticus Wealth Management first reported a position in NFJ in Q1 2022 and held it in 12 quarters. The position peaked at $18.7K in Q3 2024. 122 funds tracked by Wall St. Rank hold NFJ as of Q3 2025.

  • Atticus Wealth Management reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,432 Virtus Dividend, Interest & Premium Strategy Fund shares in Q3 2025, an estimated $17.8K.
  • Atticus Wealth Management first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q1 2022 and held it in 12 quarters.
  • Atticus Wealth Management's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $18.7K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.