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 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 $3.23B AUM 15.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisornet Financial's NFLT Position: Q1 2026 in Review

Advisornet Financial held its Virtus Newfleet Multi-Sector Bond ETF (NFLT) position steady in Q1 2026 at 441 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Advisornet Financial first reported a position in NFLT in Q2 2018 and has held it in 8 quarters since. The position peaked at $12K in Q2 2018. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Advisornet Financial held 441 shares of Virtus Newfleet Multi-Sector Bond ETF worth $10K as of Q1 2026.
Advisornet Financial left its Virtus Newfleet Multi-Sector Bond ETF share count unchanged in Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1539 holding.
Advisornet Financial first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2018 and has held it in 8 quarters since.
Advisornet Financial's Virtus Newfleet Multi-Sector Bond ETF position peaked at $12K in Q2 2018.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.