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
Q2 		$652K Buy
24,274
+323
+1% +$8.4K 0.01% 1250
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 $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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Concurrent Investment Advisors's NIE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Virtus Equity & Convertible Income Fund (NIE) stake by 1.3% in Q2 2026, buying an estimated $8.4K and bringing the position to 24,274 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #1250.

Concurrent Investment Advisors first reported a position in NIE in Q4 2024 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Concurrent Investment Advisors held 24,274 shares of Virtus Equity & Convertible Income Fund worth $652K as of Q2 2026.
  • Concurrent Investment Advisors bought 323 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $8.4K.
  • Virtus Equity & Convertible Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1250 holding.
  • Concurrent Investment Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q4 2024 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

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