Evolve Private Wealth »

Virtus Allianzgi Equity & Conv shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Evolve Private Wealth 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 80k 23.36

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Guggenheim Capital, LLC Managers
Raymond James Financial
Saba Capital Management
LPL Financial
Schwarz Dygos Wheeler Investment Advisors
UBS Group
Wolverine Asset Management
Invesco
Cornerstone Advisors
Pensionmark Financial Group
Advisor Group Holdings
Cambridge Investment Research Advisors
D.A. Davidson & Co.

View all funds holding Virtus Allianzgi Equity & Conv