CIA
NIE

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

Concurrent Investment 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
Q1 		$559K Buy
+23,951
New +$598K 0.01% 1158
2025
Q1 		– Sell
-17,645
Closed -$435K – 1303
2024
Q4 		$435K Buy
+17,645
New +$421K 0.01% 712

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $482M AUM 18.94% 1-Year Est. Return

Concurrent Investment Advisors's NIE Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Virtus Equity & Convertible Income Fund (NIE) in Q1 2026: 23,951 shares worth $559K. The stake represents 0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in NIE as recently as Q4 2024.

Concurrent Investment Advisors first reported a position in NIE in Q4 2024 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold NIE as of Q1 2026.

  • Concurrent Investment Advisors held 23,951 shares of Virtus Equity & Convertible Income Fund worth $559K as of Q1 2026.
  • Virtus Equity & Convertible Income Fund was a new Concurrent Investment Advisors position in Q1 2026.
  • Virtus Equity & Convertible Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1158 holding.
  • Concurrent Investment Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.