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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

NFJ holding history

Virtus Dividend, Interest & Premium Strategy Fund in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NFJ overviewAll 13F holders of NFJFull Q2 2026 holdings

Shares (Q2 2026)
35,019
Value
$531.9K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of NFJ by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,019$531.9K<0.1%00.0%UnchangedHolders
Q1 202635,019$441.6K<0.1%+5,019+16.7%AddedHolders
Q4 202530,000$386.7K<0.1%00.0%UnchangedHolders
Q3 202530,000$390.3K<0.1%00.0%UnchangedHolders
Q2 202530,000$372.0K<0.1%00.0%UnchangedHolders
Q1 202530,000$363.9K<0.1%00.0%UnchangedHolders
Q4 202430,000$378.9K<0.1%00.0%UnchangedHolders
Q3 202430,000$391.2K<0.1%00.0%UnchangedHolders
Q2 202430,000$368.4K<0.1%00.0%UnchangedHolders
Q1 202430,000$383.4K<0.1%00.0%UnchangedHolders
Q4 202330,000$378.0K<0.1%00.0%UnchangedHolders
Q3 202330,000$339.9K<0.1%00.0%UnchangedHolders
Q2 202330,000$366.3K<0.1%−7,586−20.2%ReducedHolders
Q1 202337,586$442.0K<0.1%+37,586NewHolders