Back to NIE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NIE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NIE Position History
Virtus Equity & Convertible Income Fund
Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10M |
| Q4 2025 | $10.2M |
| Q1 2026 | $6.1M |
| Q2 2026 | $7.4M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 286.4K | — | — |
| Q2 2026 | $7.4M | 277.2K | — | — |
| Q1 2026 | $6.1M | 256.9K | — | — |
| Q4 2025 | $10.2M | 402.0K | — | — |
| Q3 2025 | $10M | 396.0K | — | — |
Other funds holding NIE
$176.1M
$149.2M
$142.6M
$122.3M
$122.3M
$115.9M
$108M
$82.8M