PIWA
NIE

Prevail Innovative Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q4 		– Sell
-9,905
Closed -$249K – 218
2025
Q3 		$249K Buy
+9,905
New +$242K 0.05% 188
2023
Q3 		– Sell
-14,445
Closed -$306K – 143
2023
Q2 		$306K Buy
+14,445
New +$290K 0.17% 81

Other funds holding NIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NIE Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q4 2025, closing a stake of 9,905 shares — an estimated $249K sold.

Prevail Innovative Wealth Advisors first reported a position in NIE in Q2 2023 and held it in 2 quarters. The position peaked at $306K in Q2 2023. 90 funds tracked by Wall St. Rank hold NIE as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,905 Virtus Equity & Convertible Income Fund shares in Q4 2025, an estimated $249K.
  • Prevail Innovative Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $306K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.