Creative Financial Designs’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Creative Financial Designs’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
2022 Q2	–	Sell	-275	Closed	-$7K	–	1301
2022 Q1	$7K	Buy	+275	New	+$7.4K	﹤0.01%	986
2021 Q3	–	Sell	-550	Closed	-$17K	–	1435
2021 Q2	$17K	Buy	+550	New	+$16K	﹤0.01%	900

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Creative Financial Designs's NIE Position: Q2 2022 in Review

Creative Financial Designs sold out of Virtus Equity & Convertible Income Fund (NIE) in Q2 2022, closing a stake of 275 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in NIE in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 75 funds tracked by Wall St. Rank hold NIE as of Q2 2022.

Creative Financial Designs reported no remaining Virtus Equity & Convertible Income Fund position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 275 Virtus Equity & Convertible Income Fund shares in Q2 2022, an estimated $7K.
Creative Financial Designs first reported a position in Virtus Equity & Convertible Income Fund in Q2 2021 and held it in 2 quarters.
Creative Financial Designs's Virtus Equity & Convertible Income Fund position peaked at $17K in Q2 2021.
75 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.