FFA
NIE

Farther Finance Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Farther Finance 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 		$31.5K Hold
1,172
– – ﹤0.01% 3623
2026
Q1 		$27.7K Buy
1,172
+222
+23% +$5.54K ﹤0.01% 3423
2025
Q4 		$23.7K Hold
950
– – ﹤0.01% 3327
2025
Q3 		$23.9K Hold
950
– – ﹤0.01% 2916
2025
Q2 		$22.7K Hold
950
– – ﹤0.01% 2598
2025
Q1 		$21.1K Buy
+950
New +$22.7K ﹤0.01% 2364

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
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Farther Finance Advisors's NIE Position: Q2 2026 in Review

Farther Finance Advisors held its Virtus Equity & Convertible Income Fund (NIE) position steady in Q2 2026 at 1,172 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Farther Finance Advisors first reported a position in NIE in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Farther Finance Advisors held 1,172 shares of Virtus Equity & Convertible Income Fund worth $31.5K as of Q2 2026.
  • Farther Finance Advisors left its Virtus Equity & Convertible Income Fund share count unchanged in Q2 2026.
  • Virtus Equity & Convertible Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3623 holding.
  • Farther Finance Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.