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Virtus Allianzgi Equity & Conv shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1000k 40k 25.11
2025-06-30 $947k 40k 23.90
2025-03-31 $886k 40k 22.13
2024-12-31 $1.0M 42k 24.66

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

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