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Avantax Advisory Services’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-67,247
Closed -$1.52M – 2418
2025
Q1 		$1.52M Buy
67,247
+54,018
+408% +$1.22M 0.01% 888
2024
Q4 		$297K Buy
+13,229
New +$301K ﹤0.01% 1784

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's NFLT Position: Q2 2025 in Review

Avantax Advisory Services sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2025, closing a stake of 67,247 shares — an estimated $1.52M sold.

Avantax Advisory Services first reported a position in NFLT in Q4 2024 and held it in 2 quarters. The position peaked at $1.52M in Q1 2025. 60 funds tracked by Wall St. Rank hold NFLT as of Q2 2025.

  • Avantax Advisory Services reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 67,247 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2025, an estimated $1.52M.
  • Avantax Advisory Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $1.52M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.