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

Level Four Advisory Services's NIE Position: Q1 2026 in Review

Level Four Advisory Services reduced its Virtus Equity & Convertible Income Fund (NIE) stake by 2.4% in Q1 2026, selling an estimated $15.2K and leaving 25,161 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #549.

Level Four Advisory Services first reported a position in NIE in Q4 2017 and has held it in 12 quarters since. The position peaked at $642K in Q4 2025. 86 funds tracked by Wall St. Rank hold NIE as of Q1 2026.

• Level Four Advisory Services held 25,161 shares of Virtus Equity & Convertible Income Fund worth $588K as of Q1 2026.
• Level Four Advisory Services sold 607 Virtus Equity & Convertible Income Fund shares in Q1 2026, an estimated $15.2K.
• Virtus Equity & Convertible Income Fund made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #549 holding.
• Level Four Advisory Services first reported a position in Virtus Equity & Convertible Income Fund in Q4 2017 and has held it in 12 quarters since.
• Level Four Advisory Services's Virtus Equity & Convertible Income Fund position peaked at $642K in Q4 2025.
• 86 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.