IFWM
NIE

Institute for Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Institute for Wealth Management’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
Q1 		$321K Sell
13,749
-884
-6% -$22.1K 0.03% 408
2025
Q4 		$365K Sell
14,633
-160
-1% -$4.05K 0.04% 391
2025
Q3 		$371K Sell
14,793
-261
-2% -$6.38K 0.04% 395
2025
Q2 		$360K Sell
15,054
-99
-0.7% -$2.22K 0.04% 386
2025
Q1 		$335K Sell
15,153
-147
-1% -$3.52K 0.04% 386
2024
Q4 		$377K Sell
15,300
-6
-0% -$143 0.05% 350
2024
Q3 		$352K Buy
15,306
+25
+0.2% +$566 0.04% 373
2024
Q2 		$355K Sell
15,281
-34
-0.2% -$761 0.05% 355
2024
Q1 		$343K Buy
15,315
+25
+0.2% +$542 0.04% 360
2023
Q4 		$320K Sell
15,290
-400
-3% -$8.11K 0.05% 359
2023
Q3 		$312K Sell
15,690
-216
-1% -$4.53K 0.06% 338
2023
Q2 		$336K Hold
15,906
– – 0.06% 339
2023
Q1 		$313K Sell
15,906
-95
-0.6% -$1.86K 0.06% 339
2022
Q4 		$292K Sell
16,001
-595
-4% -$12.3K 0.06% 355
2022
Q3 		$337K Hold
16,596
– – 0.08% 314
2022
Q2 		$344K Sell
16,596
-57
-0.3% -$1.32K 0.07% 360
2022
Q1 		$452K Hold
16,653
– – 0.07% 315
2021
Q4 		$502K Sell
16,653
-141
-0.8% -$4.33K 0.08% 281
2021
Q3 		$495K Hold
16,794
– – 0.09% 280
2021
Q2 		$508K Sell
16,794
-21
-0.1% -$610 0.09% 269
2021
Q1 		$471K Sell
16,815
-953
-5% -$27.1K 0.09% 281
2020
Q4 		$502K Sell
17,768
-139
-0.8% -$3.67K 0.1% 254
2020
Q3 		$435K Sell
17,907
-118
-0.7% -$2.85K 0.1% 252
2020
Q2 		$405K Sell
18,025
-818
-4% -$17.2K 0.1% 275
2020
Q1 		$350K Sell
18,843
-1,675
-8% -$36.6K 0.11% 254
2019
Q4 		$465K Hold
20,518
– – 0.11% 265
2019
Q3 		$443K Hold
20,518
– – 0.11% 255
2019
Q2 		$445K Hold
20,518
– – 0.1% 281
2019
Q1 		$442K Hold
20,518
– – 0.1% 263
2018
Q4 		$380K Sell
20,518
-2,163
-10% -$43.9K 0.16% 177
2018
Q3 		$521K Buy
22,681
+457
+2% +$10.6K 0.18% 159
2018
Q2 		$495K Sell
22,224
-213
-0.9% -$4.59K 0.16% 167
2018
Q1 		$472K Buy
22,437
+700
+3% +$15.1K 0.14% 201
2017
Q4 		$457K Buy
21,737
+523
+2% +$10.9K 0.11% 241
2017
Q3 		$438K Sell
21,214
-100
-0.5% -$2.01K 0.14% 193
2017
Q2 		$423K Buy
+21,314
New +$419K 0.12% 252

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Institute for Wealth Management's NIE Position: Q1 2026 in Review

Institute for Wealth Management reduced its Virtus Equity & Convertible Income Fund (NIE) stake by 6% in Q1 2026, selling an estimated $22.1K and leaving 13,749 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #408.

Institute for Wealth Management first reported a position in NIE in Q2 2017 and has held it in 36 quarters since. The position peaked at $521K in Q3 2018. 86 funds tracked by Wall St. Rank hold NIE as of Q1 2026.

  • Institute for Wealth Management held 13,749 shares of Virtus Equity & Convertible Income Fund worth $321K as of Q1 2026.
  • Institute for Wealth Management sold 884 Virtus Equity & Convertible Income Fund shares in Q1 2026, an estimated $22.1K.
  • Virtus Equity & Convertible Income Fund made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #408 holding.
  • Institute for Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q2 2017 and has held it in 36 quarters since.
  • Institute for Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $521K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.