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

Atomi Financial 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
2026 Q2	$37.6M	Buy	1,637,454 +162,232	+11%	+$3.73M	0.98%	20
2026 Q1	$33.6M	Sell	1,475,222 -176,107	-11%	-$4.06M	1.03%	20
2025 Q4	$38M	Buy	1,651,329 +80,148	+5%	+$1.85M	1.12%	21
2025 Q3	$36.2M	Buy	1,571,181 +175,945	+13%	+$4.03M	1.17%	20
2025 Q2	$31.9M	Buy	1,395,236 +150,891	+12%	+$3.39M	1.2%	20
2025 Q1	$28.1M	Buy	1,244,345 +179,536	+17%	+$4.06M	1.28%	15
2024 Q4	$23.9M	Buy	1,064,809 +389,856	+58%	+$8.87M	1.21%	17
2024 Q3	$15.6M	Buy	674,953 +164,106	+32%	+$3.73M	0.97%	21
2024 Q2	$11.4M	Buy	510,847 +150,321	+42%	+$3.35M	0.84%	23
2024 Q1	$8.09M	Buy	360,526 +301,926	+515%	+$6.76M	0.75%	24
2023 Q4	$1.31M	Buy	58,600 +13,136	+29%	+$285K	0.18%	112
2023 Q3	$980K	Buy	45,464 +19,683	+76%	+$432K	0.33%	84
2023 Q2	$567K	Buy	+25,781	New	+$570K	0.26%	121

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atomi Financial Group's NFLT Position: Q2 2026 in Review

Atomi Financial Group increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 11% in Q2 2026, buying an estimated $3.73M and bringing the position to 1,637,454 shares worth $37.6M. The position accounts for 0.98% of the portfolio, ranked #20.

Atomi Financial Group first reported a position in NFLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $38M in Q4 2025. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Atomi Financial Group held 1,637,454 shares of Virtus Newfleet Multi-Sector Bond ETF worth $37.6M as of Q2 2026.
Atomi Financial Group bought 162,232 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $3.73M.
Virtus Newfleet Multi-Sector Bond ETF made up 0.98% of Atomi Financial Group's portfolio in Q2 2026, its #20 holding.
Atomi Financial Group first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2023 and has held it in 13 quarters since.
Atomi Financial Group's Virtus Newfleet Multi-Sector Bond ETF position peaked at $38M in Q4 2025.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.