Advisornet Financial’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Advisornet Financial’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
2026 Q2	$130K	Buy	5,668 +5,227	+1,185%	+$120K	0.01%	777
2026 Q1	$10K	Hold	441	–	–	﹤0.01%	1539
2025 Q4	$10.2K	Hold	441	–	–	﹤0.01%	1537
2025 Q3	$10.2K	Hold	441	–	–	﹤0.01%	1510
2025 Q2	$10.1K	Hold	441	–	–	﹤0.01%	1482
2025 Q1	$9.96K	Hold	441	–	–	﹤0.01%	1415
2024 Q4	$9.9K	Buy	+441	New	+$10K	﹤0.01%	1327
2018 Q4	–	Sell	-187	Closed	-$5K	–	1541
2018 Q3	$5K	Sell	187 -314	-63%	-$7.61K	﹤0.01%	1283
2018 Q2	$12K	Buy	+501	New	+$12.2K	﹤0.01%	1099

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Advisornet Financial's NFLT Position: Q2 2026 in Review

Advisornet Financial increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 1,185% in Q2 2026, buying an estimated $120K and bringing the position to 5,668 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #777.

Advisornet Financial first reported a position in NFLT in Q2 2018 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Advisornet Financial held 5,668 shares of Virtus Newfleet Multi-Sector Bond ETF worth $130K as of Q2 2026.
Advisornet Financial bought 5,227 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $120K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #777 holding.
Advisornet Financial first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2018 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.