Calamos Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Calamos 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
2026 Q2	$1.38M	Buy	51,308 +3,420	+7%	+$88.9K	﹤0.01%	710
2026 Q1	$1.12M	Buy	47,888 +5,700	+14%	+$142K	﹤0.01%	755
2025 Q4	$1.05M	Buy	42,188 +25,955	+160%	+$657K	﹤0.01%	685
2025 Q3	$408K	Buy	+16,233	New	+$397K	﹤0.01%	787

Other funds holding NIE

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Calamos Advisors's NIE Position: Q2 2026 in Review

Calamos Advisors increased its Virtus Equity & Convertible Income Fund (NIE) stake by 7.1% in Q2 2026, buying an estimated $88.9K and bringing the position to 51,308 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Calamos Advisors first reported a position in NIE in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

Calamos Advisors held 51,308 shares of Virtus Equity & Convertible Income Fund worth $1.38M as of Q2 2026.
Calamos Advisors bought 3,420 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $88.9K.
Virtus Equity & Convertible Income Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #710 holding.
Calamos Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.