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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
Q3 		$29.3K Hold
1,172
– – ﹤0.01% 3851
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 $67.3B AUM 21.9% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Farther Finance Advisors's NIE Position: Q3 2026 in Review

Farther Finance Advisors held its Virtus Equity & Convertible Income Fund (NIE) position steady in Q3 2026 at 1,172 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3851.

Farther Finance Advisors first reported a position in NIE in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.5K in Q2 2026. 9 funds tracked by Wall St. Rank hold NIE as of Q3 2026.

  • Farther Finance Advisors held 1,172 shares of Virtus Equity & Convertible Income Fund worth $29.3K as of Q3 2026.
  • Farther Finance Advisors left its Virtus Equity & Convertible Income Fund share count unchanged in Q3 2026.
  • Virtus Equity & Convertible Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3851 holding.
  • Farther Finance Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Virtus Equity & Convertible Income Fund position peaked at $31.5K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.