Arkadios Wealth Advisors »

Virtus Allianzgi Equity & Conv shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 8.6k 26.86

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares S&p 500 Growth Etf Etf (IVW)
Jpmorgan Chase & Co Stock (JPM)
Micron Technology Stock (MU)
Alger Ai Enablers & Adopters Etf Etf (ALAI)
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)
Angel Oak Income Etf Etf (CARY)
Fidelity Total Bond Etf Etf (FBND)

View all positions for Arkadios Wealth Advisors

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Raymond James Financial
Morgan Stanley
Guggenheim Capital, LLC Managers
Saba Capital Management
LPL Financial
Wealth Enhancement Advisory Services
Schwarz Dygos Wheeler Investment Advisors
Invesco
UBS Group
Allspring Global Investments Holdings
Bank of America Corporation
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv