Kestra Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History
Bought
Maintained
Sold
Other funds holding NIE
Kestra Advisory Services's NIE Position: Q3 2026 in Review
Kestra Advisory Services increased its Virtus Equity & Convertible Income Fund (NIE) stake by 1.9% in Q3 2026, buying an estimated $20.2K and bringing the position to 41,243 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.
Kestra Advisory Services first reported a position in NIE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 58 funds tracked by Wall St. Rank hold NIE as of Q3 2026.
- Kestra Advisory Services held 41,243 shares of Virtus Equity & Convertible Income Fund worth $1.03M as of Q3 2026.
- Kestra Advisory Services bought 778 Virtus Equity & Convertible Income Fund shares in Q3 2026, an estimated $20.2K.
- Virtus Equity & Convertible Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1952 holding.
- Kestra Advisory Services first reported a position in Virtus Equity & Convertible Income Fund in Q4 2024 and has held it in 8 quarters since.
- Kestra Advisory Services's Virtus Equity & Convertible Income Fund position peaked at $1.09M in Q2 2026.
- 58 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.