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

Atlas Private 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
2021 Q4	–	Sell	-665	Closed	-$17K	–	509
2021 Q3	$17K	Hold	665	–	–	0.01%	381
2021 Q2	$17K	Hold	665	–	–	0.01%	390
2021 Q1	$17K	Hold	665	–	–	0.01%	410
2020 Q4	$17K	Hold	665	–	–	0.01%	355
2020 Q3	$16K	Hold	665	–	–	0.01%	339
2020 Q2	$16K	Buy	+665	New	+$15.5K	0.01%	351

Other funds holding NFLT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AFM

Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

Atlas Private Wealth Advisors's NFLT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2021, closing a stake of 665 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in NFLT in Q2 2020 and held it in 6 quarters. The position peaked at $17K in Q3 2021. 17 funds tracked by Wall St. Rank hold NFLT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 665 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2021, an estimated $17K.
Atlas Private Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $17K in Q3 2021.
17 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.