David J. Yvars Group’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

David J. Yvars Group’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 Q3	$652K	Buy	26,071 +372	+1%	+$9.7K	0.3%	44
2026 Q2	$690K	Buy	25,699 +5,045	+24%	+$131K	0.33%	44
2026 Q1	$482K	Sell	20,654 -482	-2%	-$12K	0.27%	47
2025 Q4	$527K	Buy	21,136 +3,615	+21%	+$91.6K	0.28%	43
2025 Q3	$440K	Buy	17,521 +8,341	+91%	+$204K	0.24%	52
2025 Q2	$219K	Buy	+9,180	New	+$205K	0.13%	76

Other funds holding NIE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

David J. Yvars Group's NIE Position: Q3 2026 in Review

David J. Yvars Group increased its Virtus Equity & Convertible Income Fund (NIE) stake by 1.4% in Q3 2026, buying an estimated $9.7K and bringing the position to 26,071 shares worth $652K. The position accounts for 0.3% of the portfolio, ranked #44.

David J. Yvars Group first reported a position in NIE in Q2 2025 and has held it in 6 quarters since. The position peaked at $690K in Q2 2026. 21 funds tracked by Wall St. Rank hold NIE as of Q3 2026.

David J. Yvars Group held 26,071 shares of Virtus Equity & Convertible Income Fund worth $652K as of Q3 2026.
David J. Yvars Group bought 372 Virtus Equity & Convertible Income Fund shares in Q3 2026, an estimated $9.7K.
Virtus Equity & Convertible Income Fund made up 0.3% of David J. Yvars Group's portfolio in Q3 2026, its #44 holding.
David J. Yvars Group first reported a position in Virtus Equity & Convertible Income Fund in Q2 2025 and has held it in 6 quarters since.
David J. Yvars Group's Virtus Equity & Convertible Income Fund position peaked at $690K in Q2 2026.
21 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.