DJYG
NIE

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

David J. Yvars Group's NIE Position: Q2 2026 in Review

David J. Yvars Group increased its Virtus Equity & Convertible Income Fund (NIE) stake by 24% in Q2 2026, buying an estimated $131K and bringing the position to 25,699 shares worth $690K. The position accounts for 0.33% of the portfolio, ranked #44.

David J. Yvars Group first reported a position in NIE in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • David J. Yvars Group held 25,699 shares of Virtus Equity & Convertible Income Fund worth $690K as of Q2 2026.
  • David J. Yvars Group bought 5,045 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $131K.
  • Virtus Equity & Convertible Income Fund made up 0.33% of David J. Yvars Group's portfolio in Q2 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 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.