Miller Financial Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Miller Financial Services’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 Q2	$623K	Buy	+23,200	New	+$603K	0.5%	62

Other funds holding NIE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

Miller Financial Services's NIE Position: Q2 2026 in Review

Miller Financial Services opened a new position in Virtus Equity & Convertible Income Fund (NIE) in Q2 2026: 23,200 shares worth $623K. The stake represents 0.5% of the portfolio and ranks #62 among its holdings.

94 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

Miller Financial Services held 23,200 shares of Virtus Equity & Convertible Income Fund worth $623K as of Q2 2026.
Virtus Equity & Convertible Income Fund was a new Miller Financial Services position in Q2 2026.
Virtus Equity & Convertible Income Fund made up 0.5% of Miller Financial Services's portfolio in Q2 2026, its #62 holding.
94 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.