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Virtus Allianzgi Equity & Conv shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 97k 25.11

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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