David J Yvars Group
Position in NIE — Virtus Equity & Convertible Income Fund
CIK 1836266
UNIVERSITY PARK, FL
Position in NIE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$482,477
-$44,232 QoQ
Shares Held
20,654
-2.3% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NIE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026David J Yvars Group holds $9,356,535 across 23 Asset Management names. NIE ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BST |
BlackRock Science & Technology Trust
|
31,142 | $1,132,011 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
96,561 | $832,355 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
43,392 | $742,871 | |
| 4 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
18,583 | $704,853 | |
| 5 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
48,291 | $665,932 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
62,931 | $544,982 | |
| 7 | NIE |
Virtus Equity & Convertible Income Fund
This page
|
20,654 | $482,477 | |
| 8 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
32,632 | $473,164 |
All Filings in NIE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $482,477 | 20,654 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $526,709 | 21,136 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $439,952 | 17,521 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $219,402 | 9,180 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||