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Atria Wealth Solutions’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-9,961
Closed -$230K – 2053
2024
Q3 		$230K Sell
9,961
-502
-5% -$11.4K ﹤0.01% 1688
2024
Q2 		$234K Buy
10,463
+1,251
+14% +$27.9K ﹤0.01% 1662
2024
Q1 		$207K Buy
+9,212
New +$206K ﹤0.01% 1809

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Atria Wealth Solutions's NFLT Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2024, closing a stake of 9,961 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in NFLT in Q1 2024 and held it in 3 quarters. The position peaked at $234K in Q2 2024. 61 funds tracked by Wall St. Rank hold NFLT as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,961 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2024, an estimated $230K.
  • Atria Wealth Solutions first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Virtus Newfleet Multi-Sector Bond ETF position peaked at $234K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.