AWM
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Accurate Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Accurate Wealth Management’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-775
Closed -$17.2K – 987
2022
Q4 		$17.2K Buy
+775
New +$16.9K 0.01% 730

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accurate Wealth Management's NFLT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2023, closing a stake of 775 shares — an estimated $17.2K sold.

Accurate Wealth Management first reported a position in NFLT in Q4 2022 and held it in 1 quarter. The position peaked at $17.2K in Q4 2022. 26 funds tracked by Wall St. Rank hold NFLT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 775 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2023, an estimated $17.2K.
  • Accurate Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $17.2K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.