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Virtus Allianzgi Equity & Conv shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 2.9k 25.11
2025-06-30 $67k 2.8k 23.90
2025-03-31 $61k 2.7k 22.13
2024-12-31 $66k 2.7k 24.66

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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