LF
NFJ

LifeSteps Financial’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

LifeSteps Financial’s Portfolio NFJ Stock Details NFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42K Buy
+225
New +$3.23K ﹤0.01% 593

Other funds holding NFJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's NFJ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q2 2026: 225 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

46 funds tracked by Wall St. Rank hold NFJ as of Q2 2026.

  • LifeSteps Financial held 225 shares of Virtus Dividend, Interest & Premium Strategy Fund worth $3.42K as of Q2 2026.
  • Virtus Dividend, Interest & Premium Strategy Fund was a new LifeSteps Financial position in Q2 2026.
  • Virtus Dividend, Interest & Premium Strategy Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #593 holding.
  • 46 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.