BRWA
NIE

B. Riley Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-68,933
Closed -$1.53M – 1274
2025
Q1 		$1.53M Buy
68,933
+21,996
+47% +$526K 0.05% 381
2024
Q4 		$1.16M Buy
46,937
+985
+2% +$23.5K 0.04% 407
2024
Q3 		$1.06M Sell
45,952
-34,914
-43% -$791K 0.03% 482
2024
Q2 		$1.88M Buy
80,866
+6,128
+8% +$137K 0.05% 359
2024
Q1 		$1.49M Sell
74,738
-3,574
-5% -$77.5K 0.04% 422
2023
Q4 		$1.64M Buy
78,312
+3,574
+5% +$72.4K 0.04% 403
2023
Q3 		$1.49M Sell
74,738
-6,083
-8% -$128K 0.04% 422
2023
Q2 		$1.71M Buy
80,821
+12,578
+18% +$252K 0.04% 413
2023
Q1 		$1.34M Buy
68,243
+21,339
+45% +$418K 0.04% 454
2022
Q4 		$936K Buy
46,904
+20,614
+78% +$428K 0.03% 559
2022
Q3 		$534K Buy
26,290
+3,760
+17% +$83.5K 0.02% 729
2022
Q2 		$468K Buy
22,530
+2,081
+10% +$48.4K 0.02% 683
2022
Q1 		$555K Sell
20,449
-1,299
-6% -$35K 0.02% 700
2021
Q4 		$656K Buy
21,748
+1,438
+7% +$44.2K 0.02% 686
2021
Q3 		$599K Buy
20,310
+1,685
+9% +$51.2K 0.02% 702
2021
Q2 		$564K Buy
18,625
+19
+0.1% +$552 0.02% 713
2021
Q1 		$522K Buy
18,606
+1,872
+11% +$53.2K 0.02% 715
2020
Q4 		$474K Buy
+16,734
New +$442K 0.03% 553

Other funds holding NIE

Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's NIE Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q2 2025, closing a stake of 68,933 shares — an estimated $1.53M sold.

B. Riley Wealth Advisors first reported a position in NIE in Q4 2020 and held it in 18 quarters. The position peaked at $1.88M in Q2 2024. 87 funds tracked by Wall St. Rank hold NIE as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 68,933 Virtus Equity & Convertible Income Fund shares in Q2 2025, an estimated $1.53M.
  • B. Riley Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2020 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $1.88M in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.