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Virtus Allianzgi Equity & Conv shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $560k 24k 23.36
2024-12-31 $435k 18k 24.66

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Apple Put Option (AAPL)
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Microsoft Corporation Call Option (MSFT)
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Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
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Broadcom (AVGO)
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View all positions for Concurrent Investment Advisors

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Morgan Stanley
Guggenheim Capital, LLC Managers
Raymond James Financial
Saba Capital Management
LPL Financial
Schwarz Dygos Wheeler Investment Advisors
UBS Group
Invesco
Bank of America Corporation
Pensionmark Financial Group
Wolverine Asset Management
Advisor Group Holdings

View all funds holding Virtus Allianzgi Equity & Conv