Atomi Financial Group
NFLT icon

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
Q3 		$33.2M Sell
1,506,476
-130,978
-8% -$2.97M 0.85% 25
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 $4.01B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Atomi Financial Group's NFLT Position: Q3 2026 in Review

Atomi Financial Group reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 8% in Q3 2026, selling an estimated $2.97M and leaving 1,506,476 shares worth $33.2M. The position accounts for 0.85% of the portfolio, ranked #25.

Atomi Financial Group first reported a position in NFLT in Q2 2023 and has held it in 14 quarters since. The position peaked at $38M in Q4 2025. 72 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

  • Atomi Financial Group held 1,506,476 shares of Virtus Newfleet Multi-Sector Bond ETF worth $33.2M as of Q3 2026.
  • Atomi Financial Group sold 130,978 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2026, an estimated $2.97M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.85% of Atomi Financial Group's portfolio in Q3 2026, its #25 holding.
  • Atomi Financial Group first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Virtus Newfleet Multi-Sector Bond ETF position peaked at $38M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.