FFO
NIE

Fortitude Family Office’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Fortitude Family Office’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
2025
Q1 		– Sell
-9,200
Closed -$227K – 1245
2024
Q4 		$227K Sell
9,200
-6,975
-43% -$166K 0.08% 118
2024
Q3 		$372K Buy
+16,175
New +$366K 0.15% 85

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Family Office's NIE Position: Q1 2025 in Review

Fortitude Family Office sold out of Virtus Equity & Convertible Income Fund (NIE) in Q1 2025, closing a stake of 9,200 shares — an estimated $227K sold.

Fortitude Family Office first reported a position in NIE in Q3 2024 and held it in 2 quarters. The position peaked at $372K in Q3 2024. 77 funds tracked by Wall St. Rank hold NIE as of Q1 2025.

  • Fortitude Family Office reported no remaining Virtus Equity & Convertible Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 9,200 Virtus Equity & Convertible Income Fund shares in Q1 2025, an estimated $227K.
  • Fortitude Family Office first reported a position in Virtus Equity & Convertible Income Fund in Q3 2024 and held it in 2 quarters.
  • Fortitude Family Office's Virtus Equity & Convertible Income Fund position peaked at $372K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.