HWP
NIE

Highline Wealth Partners’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Highline Wealth Partners’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 		$4.03K Sell
150
-221
-60% -$5.75K ﹤0.01% 912
2026
Q1 		$8.67K Hold
371
– – ﹤0.01% 510
2025
Q4 		$9.24K Buy
371
+150
+68% +$3.8K ﹤0.01% 419
2025
Q3 		$5.55K Hold
221
– – ﹤0.01% 549
2025
Q2 		$5.28K Buy
+221
New +$4.95K ﹤0.01% 436

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
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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Highline Wealth Partners's NIE Position: Q2 2026 in Review

Highline Wealth Partners reduced its Virtus Equity & Convertible Income Fund (NIE) stake by 60% in Q2 2026, selling an estimated $5.75K and leaving 150 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Highline Wealth Partners first reported a position in NIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.24K in Q4 2025. 16 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Highline Wealth Partners held 150 shares of Virtus Equity & Convertible Income Fund worth $4.03K as of Q2 2026.
  • Highline Wealth Partners sold 221 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $5.75K.
  • Virtus Equity & Convertible Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #912 holding.
  • Highline Wealth Partners first reported a position in Virtus Equity & Convertible Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's Virtus Equity & Convertible Income Fund position peaked at $9.24K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.