FFWM
NFJ

Future Financial Wealth Management’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Future Financial Wealth Management’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,500
Closed -$19.5K – 315
2025
Q3 		$19.5K Hold
1,500
– – 0.01% 336
2025
Q2 		$18.6K Hold
1,500
– – 0.01% 330
2025
Q1 		$18.2K Hold
1,500
– – 0.01% 331
2024
Q4 		$18.9K Hold
1,500
– – 0.01% 331
2024
Q3 		$19.6K Buy
+1,500
New +$18.9K 0.01% 338
2024
Q2 		– Sell
-1,500
Closed -$19.2K – 329
2024
Q1 		$19.2K Buy
+1,500
New +$18.6K 0.01% 350
2022
Q2 		– Sell
-1,500
Closed -$22K – 360
2022
Q1 		$22K Hold
1,500
– – 0.02% 361
2021
Q4 		$24K Buy
+1,500
New +$23.4K 0.02% 355

Other funds holding NFJ

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SCM
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Allspring Global Investments
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Stifel Financial
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AAM
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return