WANY
NFJ

Wealthspire Advisors (New York)’s Virtus Dividend, Interest & Premium Strategy Fund NFJ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-750
Closed -$9.76K – 2220
2025
Q3 		$9.76K Buy
+750
New +$9.59K ﹤0.01% 2031

Other funds holding NFJ

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Bank of America
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s NFJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Virtus Dividend, Interest & Premium Strategy Fund (NFJ) in Q4 2025, closing a stake of 750 shares — an estimated $9.76K sold.

Wealthspire Advisors (New York) first reported a position in NFJ in Q3 2025 and held it in 1 quarter. The position peaked at $9.76K in Q3 2025. 129 funds tracked by Wall St. Rank hold NFJ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Virtus Dividend, Interest & Premium Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 750 Virtus Dividend, Interest & Premium Strategy Fund shares in Q4 2025, an estimated $9.76K.
  • Wealthspire Advisors (New York) first reported a position in Virtus Dividend, Interest & Premium Strategy Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Virtus Dividend, Interest & Premium Strategy Fund position peaked at $9.76K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Virtus Dividend, Interest & Premium Strategy Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.