Advisory Resource Group’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Advisory Resource Group’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
2025 Q3	–	Sell	-198,105	Closed	-$4.52M	–	177
2025 Q2	$4.52M	Buy	198,105 +5,620	+3%	+$126K	0.87%	37
2025 Q1	$4.34M	Buy	192,485 +11,242	+6%	+$254K	0.88%	36
2024 Q4	$4.07M	Buy	181,243 +40,658	+29%	+$925K	0.86%	40
2024 Q3	$3.24M	Sell	140,585 -1,511	-1%	-$34.4K	0.69%	42
2024 Q2	$3.17M	Buy	142,096 +3,169	+2%	+$70.7K	0.72%	44
2024 Q1	$3.12M	Buy	138,927 +5,889	+4%	+$132K	0.72%	41
2023 Q4	$2.98M	Buy	133,038 +828	+0.6%	+$18K	0.74%	41
2023 Q3	$2.85M	Buy	+132,210	New	+$2.9M	0.77%	40

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AFG

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

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

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

EGWAG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

Advisory Resource Group's NFLT Position: Q3 2025 in Review

Advisory Resource Group sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2025, closing a stake of 198,105 shares — an estimated $4.52M sold.

Advisory Resource Group first reported a position in NFLT in Q3 2023 and held it in 8 quarters. The position peaked at $4.52M in Q2 2025. 58 funds tracked by Wall St. Rank hold NFLT as of Q3 2025.

Advisory Resource Group reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q3 2025 after selling out during the quarter.
Advisory Resource Group sold 198,105 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2025, an estimated $4.52M.
Advisory Resource Group first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2023 and held it in 8 quarters.
Advisory Resource Group's Virtus Newfleet Multi-Sector Bond ETF position peaked at $4.52M in Q2 2025.
58 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2025.

Based on Advisory Resource Group's 13F filing for Q3 2025, filed 22 Oct 2025.