SWM
NIE

Spire Wealth Management’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-1,650
Closed -$39.4K – 2440
2025
Q2 		$39.4K Hold
1,650
– – ﹤0.01% 1287
2025
Q1 		$36.5K Hold
1,650
– – ﹤0.01% 1396
2024
Q4 		$40.7K Hold
1,650
– – ﹤0.01% 1353
2024
Q3 		$38K Hold
1,650
– – ﹤0.01% 1217
2024
Q2 		$38.3K Sell
1,650
-19,238
-92% -$431K ﹤0.01% 1214
2024
Q1 		$468K Hold
20,888
– – 0.01% 534
2023
Q4 		$446K Sell
20,888
-667
-3% -$13.5K 0.01% 537
2023
Q3 		$429K Hold
21,555
– – 0.02% 511
2023
Q2 		$456K Sell
21,555
-2,000
-8% -$40.1K 0.02% 513
2023
Q1 		$463K Buy
23,555
+21,555
+1,078% +$422K 0.02% 512
2022
Q4 		$36K Hold
2,000
– – ﹤0.01% 1110
2022
Q3 		$41K Sell
2,000
-19,528
-91% -$434K ﹤0.01% 1024
2022
Q2 		$447K Sell
21,528
-20,696
-49% -$481K 0.02% 508
2022
Q1 		$1.15M Buy
42,224
+172
+0.4% +$4.63K 0.03% 361
2021
Q4 		$1.27M Sell
42,052
-763
-2% -$23.4K 0.03% 401
2021
Q3 		$1.26M Buy
42,815
+359
+0.8% +$10.9K 0.03% 361
2021
Q2 		$1.28M Buy
42,456
+357
+0.8% +$10.4K 0.03% 363
2021
Q1 		$1.18M Buy
+42,099
New +$1.2M 0.03% 393

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's NIE Position: Q3 2025 in Review

Spire Wealth Management sold out of Virtus Equity & Convertible Income Fund (NIE) in Q3 2025, closing a stake of 1,650 shares — an estimated $39.4K sold.

Spire Wealth Management first reported a position in NIE in Q1 2021 and held it in 18 quarters. The position peaked at $1.28M in Q2 2021. 96 funds tracked by Wall St. Rank hold NIE as of Q3 2025.

  • Spire Wealth Management reported no remaining Virtus Equity & Convertible Income Fund position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,650 Virtus Equity & Convertible Income Fund shares in Q3 2025, an estimated $39.4K.
  • Spire Wealth Management first reported a position in Virtus Equity & Convertible Income Fund in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Virtus Equity & Convertible Income Fund position peaked at $1.28M in Q2 2021.
  • 96 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.