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	–	346
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Future Financial Wealth Management's NFJ Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2025, closing a stake of 1,500 shares — an estimated $19.5K sold.

Future Financial Wealth Management first reported a position in NFJ in Q4 2021 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 129 funds tracked by Wall St. Rank hold NFJ as of Q4 2025.

Future Financial Wealth Management reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,500 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2025, an estimated $19.5K.
Future Financial Wealth Management first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Virtus Dividend, Interest & Premium Strategy Fund position peaked at $24K in Q4 2021.
129 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.