Wealth Enhancement Advisory Services
NIE

Wealth Enhancement Advisory Services’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

Wealth Enhancement Advisory 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 		$7.41M Buy
277,185
+20,269
+8% +$527K 0.01% 805
2026
Q1 		$6.06M Sell
256,916
-145,036
-36% -$3.62M 0.01% 805
2025
Q4 		$10.2M Buy
401,952
+5,959
+2% +$151K 0.01% 693
2025
Q3 		$10M Buy
395,993
+10,453
+3% +$255K 0.02% 655
2025
Q2 		$9.28M Buy
385,540
+9,451
+3% +$212K 0.02% 664
2025
Q1 		$8.32M Buy
376,089
+780
+0.2% +$18.7K 0.02% 643
2024
Q4 		$9.26M Sell
375,309
-7,114
-2% -$170K 0.02% 584
2024
Q3 		$8.8M Buy
382,423
+2,767
+0.7% +$62.7K 0.02% 551
2024
Q2 		$8.82M Buy
379,656
+2,582
+0.7% +$57.8K 0.02% 516
2024
Q1 		$8.44M Buy
377,074
+10,786
+3% +$234K 0.02% 522
2023
Q4 		$7.66M Buy
366,288
+6,993
+2% +$142K 0.02% 492
2023
Q3 		$7.15M Buy
+359,295
New +$7.53M 0.02% 491

Other funds holding NIE

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's NIE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Virtus Equity & Convertible Income Fund (NIE) stake by 7.9% in Q2 2026, buying an estimated $527K and bringing the position to 277,185 shares worth $7.41M. The position accounts for 0.01% of the portfolio, ranked #805.

Wealth Enhancement Advisory Services first reported a position in NIE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2025. 16 funds tracked by Wall St. Rank hold NIE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 277,185 shares of Virtus Equity & Convertible Income Fund worth $7.41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 20,269 Virtus Equity & Convertible Income Fund shares in Q2 2026, an estimated $527K.
  • Virtus Equity & Convertible Income Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #805 holding.
  • Wealth Enhancement Advisory Services first reported a position in Virtus Equity & Convertible Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Virtus Equity & Convertible Income Fund position peaked at $10.2M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.