Cambridge Investment Research Advisors
NIE

Cambridge Investment Research Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Cambridge Investment Research 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 		$1.97M Sell
73,246
-6,794
-8% -$177K ﹤0.01% 1583
2026
Q1 		$1.87M Sell
80,040
-3,505
-4% -$87.5K ﹤0.01% 1637
2025
Q4 		$2.08M Buy
83,545
+370
+0.4% +$9.37K 0.01% 1483
2025
Q3 		$2.09M Sell
83,175
-5,546
-6% -$135K 0.01% 1473
2025
Q2 		$2.12M Sell
88,721
-2,087
-2% -$46.7K 0.01% 1387
2025
Q1 		$2.01M Sell
90,808
-4,570
-5% -$109K 0.01% 1344
2024
Q4 		$2.35M Sell
95,378
-3,304
-3% -$78.8K 0.01% 1245
2024
Q3 		$2.27M Sell
98,682
-678
-0.7% -$15.4K 0.01% 1253
2024
Q2 		$2.31M Buy
99,360
+5,288
+6% +$118K 0.01% 1195
2024
Q1 		$2.11M Buy
94,072
+206
+0.2% +$4.47K 0.01% 1228
2023
Q4 		$1.96M Buy
93,866
+3,939
+4% +$79.8K 0.01% 1208
2023
Q3 		$1.79M Buy
89,927
+888
+1% +$18.6K 0.01% 1206
2023
Q2 		$1.88M Buy
89,039
+10,801
+14% +$217K 0.01% 1207
2023
Q1 		$1.54M Buy
78,238
+15,231
+24% +$299K 0.01% 1293
2022
Q4 		$1.15M Sell
63,007
-303
-0.5% -$6.29K 0.01% 1432
2022
Q3 		$1.29M Buy
63,310
+966
+2% +$21.5K 0.01% 1310
2022
Q2 		$1.29M Buy
62,344
+5,653
+10% +$131K 0.01% 1282
2022
Q1 		$1.54M Sell
56,691
-540
-0.9% -$14.5K 0.01% 1301
2021
Q4 		$1.73M Buy
57,231
+2,130
+4% +$65.5K 0.01% 1230
2021
Q3 		$1.62M Buy
55,101
+1,499
+3% +$45.5K 0.01% 1219
2021
Q2 		$1.62M Buy
53,602
+3,307
+7% +$96.1K 0.01% 1223
2021
Q1 		$1.41M Buy
50,295
+6,200
+14% +$176K 0.01% 1211
2020
Q4 		$1.25M Buy
44,095
+6,082
+16% +$161K 0.01% 1177
2020
Q3 		$923K Sell
38,013
-1,398
-4% -$33.8K 0.01% 1235
2020
Q2 		$886K Buy
39,411
+2,942
+8% +$61.8K 0.01% 1193
2020
Q1 		$678K Buy
36,469
+120
+0.3% +$2.63K 0.01% 1191
2019
Q4 		$824K Buy
36,349
+389
+1% +$8.62K 0.01% 1269
2019
Q3 		$776K Buy
35,960
+2,393
+7% +$52.1K 0.01% 1223
2019
Q2 		$728K Sell
33,567
-777
-2% -$16.7K 0.01% 1221
2019
Q1 		$739K Sell
34,344
-11,038
-24% -$228K 0.01% 1220
2018
Q4 		$841K Buy
45,382
+16,615
+58% +$337K 0.01% 1025
2018
Q3 		$660K Buy
28,767
+3,302
+13% +$76.4K 0.01% 1282
2018
Q2 		$567K Buy
25,465
+433
+2% +$9.33K 0.01% 1332
2018
Q1 		$518K Sell
25,032
-13,184
-34% -$284K 0.01% 1335
2017
Q4 		$807K Sell
38,216
-41,702
-52% -$873K 0.01% 1016
2017
Q3 		$1.65M Buy
79,918
+8,947
+13% +$180K 0.02% 597
2017
Q2 		$1.4M Buy
+70,971
New +$1.4M 0.02% 651

Other funds holding NIE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Cambridge Investment Research Advisors's NIE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Virtus Equity & Convertible Income Fund (NIE) stake by 8.5% in Q2 2026, selling an estimated $177K and leaving 73,246 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Cambridge Investment Research Advisors first reported a position in NIE in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.35M in Q4 2024. 24 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Cambridge Investment Research Advisors held 73,246 shares of Virtus Equity & Convertible Income Fund worth $1.97M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,794 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $177K.
  • Virtus Equity & Convertible Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1583 holding.
  • Cambridge Investment Research Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q2 2017 and has held it in 37 quarters since.
  • Cambridge Investment Research Advisors's Virtus Equity & Convertible Income Fund position peaked at $2.35M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.