Arete Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Arete Wealth Advisors’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	$246K	Buy	10,816 +20	+0.2%	+$461	0.02%	311
2025 Q4	$249K	Buy	10,796 +32	+0.3%	+$739	0.02%	656
2025 Q3	$248K	Buy	+10,764	New	+$247K	0.02%	662

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

Arete Wealth Advisors's NFLT Position: Q1 2026 in Review

Arete Wealth Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 0.19% in Q1 2026, buying an estimated $461 and bringing the position to 10,816 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #311.

Arete Wealth Advisors first reported a position in NFLT in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Arete Wealth Advisors held 10,816 shares of Virtus Newfleet Multi-Sector Bond ETF worth $246K as of Q1 2026.
Arete Wealth Advisors bought 20 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $461.
Virtus Newfleet Multi-Sector Bond ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #311 holding.
Arete Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2025 and has held it in 3 quarters since.
Arete Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $249K in Q4 2025.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.