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B. Riley Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-41,726
Closed -$942K – 1270
2025
Q1 		$942K Sell
41,726
-2,382
-5% -$53.8K 0.03% 528
2024
Q4 		$990K Buy
44,108
+4,524
+11% +$103K 0.03% 452
2024
Q3 		$912K Buy
39,584
+6,803
+21% +$155K 0.03% 523
2024
Q2 		$732K Buy
32,781
+12,792
+64% +$285K 0.02% 653
2024
Q1 		$431K Sell
19,989
-4,680
-19% -$105K 0.01% 870
2023
Q4 		$553K Buy
24,669
+4,680
+23% +$102K 0.01% 757
2023
Q3 		$431K Buy
19,989
+5,580
+39% +$122K 0.01% 870
2023
Q2 		$317K Sell
14,409
-400
-3% -$8.84K 0.01% 1091
2023
Q1 		$328K Hold
14,809
– – 0.01% 1025
2022
Q4 		$323K Hold
14,809
– – 0.01% 1010
2022
Q3 		$318K Hold
14,809
– – 0.01% 971
2022
Q2 		$327K Sell
14,809
-200
-1% -$4.59K 0.01% 839
2022
Q1 		$359K Buy
15,009
+679
+5% +$16.6K 0.01% 927
2021
Q4 		$360K Buy
14,330
+1
+0% +$25 0.01% 971
2021
Q3 		$364K Buy
14,329
+699
+5% +$17.8K 0.01% 939
2021
Q2 		$348K Buy
13,630
+1,685
+14% +$42.7K 0.01% 943
2021
Q1 		$300K Buy
+11,945
New +$303K 0.01% 1000

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Advisors's NFLT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2025, closing a stake of 41,726 shares — an estimated $942K sold.

B. Riley Wealth Advisors first reported a position in NFLT in Q1 2021 and held it in 17 quarters. The position peaked at $990K in Q4 2024. 60 funds tracked by Wall St. Rank hold NFLT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 41,726 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2025, an estimated $942K.
  • B. Riley Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2021 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $990K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.