Boaz Weinstein’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Boaz Weinstein’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
2026 Q2	$12.8M	Buy	475,853 +114,537	+32%	+$2.98M	0.33%	66
2026 Q1	$8.44M	Buy	361,316 +63,116	+21%	+$1.58M	0.23%	80
2025 Q4	$7.43M	Buy	+298,200	New	+$7.55M	0.22%	81
2023 Q1	–	Sell	-14,454	Closed	-$263K	–	790
2022 Q4	$263K	Buy	+14,454	New	+$300K	﹤0.01%	566
2018 Q2	–	Sell	-19,094	Closed	-$395K	–	116
2018 Q1	$395K	Hold	19,094	–	–	0.02%	115
2017 Q4	$403K	Sell	19,094 -15,650	-45%	-$327K	0.03%	116
2017 Q3	$719K	Buy	+34,744	New	+$700K	0.07%	76

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boaz Weinstein's NIE Position: Q2 2026 in Review

Boaz Weinstein increased its Virtus Equity & Convertible Income Fund (NIE) stake by 32% in Q2 2026, buying an estimated $2.98M and bringing the position to 475,853 shares worth $12.8M. The position accounts for 0.33% of the portfolio, ranked #66.

Boaz Weinstein first reported a position in NIE in Q3 2017 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

Boaz Weinstein held 475,853 shares of Virtus Equity & Convertible Income Fund worth $12.8M as of Q2 2026.
Boaz Weinstein bought 114,537 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $2.98M.
Virtus Equity & Convertible Income Fund made up 0.33% of Boaz Weinstein's portfolio in Q2 2026, its #66 holding.
Boaz Weinstein first reported a position in Virtus Equity & Convertible Income Fund in Q3 2017 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.