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Virtus Allianzgi Equity & Conv shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 8.0k 25.11

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Guggenheim Capital, LLC Managers
Wealth Enhancement Advisory Services
Cornerstone Advisors
Schwarz Dygos Wheeler Investment Advisors
LPL Financial
UBS Group
Wolverine Asset Management
Invesco
Shaker Financial Services
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv