James T. Borello RIA’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

James T. Borello RIA’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 Q3	$10.2K	Hold	406	–	–	﹤0.01%	604
2026 Q2	$10.9K	Buy	+406	New	+$10.6K	﹤0.01%	570

Other funds holding NIE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's NIE Position: Q3 2026 in Review

James T. Borello RIA held its Virtus Equity & Convertible Income Fund (NIE) position steady in Q3 2026 at 406 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

James T. Borello RIA first reported a position in NIE in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.9K in Q2 2026. 21 funds tracked by Wall St. Rank hold NIE as of Q3 2026.

James T. Borello RIA held 406 shares of Virtus Equity & Convertible Income Fund worth $10.2K as of Q3 2026.
James T. Borello RIA left its Virtus Equity & Convertible Income Fund share count unchanged in Q3 2026.
Virtus Equity & Convertible Income Fund made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #604 holding.
James T. Borello RIA first reported a position in Virtus Equity & Convertible Income Fund in Q2 2026 and has held it in 2 quarters since.
James T. Borello RIA's Virtus Equity & Convertible Income Fund position peaked at $10.9K in Q2 2026.
21 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.