Level Four Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Level Four Advisory Services's NIE Position: Q2 2026 in Review

Level Four Advisory Services increased its Virtus Equity & Convertible Income Fund (NIE) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 25,600 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #528.

Level Four Advisory Services first reported a position in NIE in Q4 2017 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

• Level Four Advisory Services held 25,600 shares of Virtus Equity & Convertible Income Fund worth $688K as of Q2 2026.
• Level Four Advisory Services bought 439 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $11.4K.
• Virtus Equity & Convertible Income Fund made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #528 holding.
• Level Four Advisory Services first reported a position in Virtus Equity & Convertible Income Fund in Q4 2017 and has held it in 13 quarters since.
• 94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.