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
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 $3.23B 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 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 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 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 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

B. Riley Wealth Advisors's NFLT Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 11% in Q4 2024, buying an estimated $103K and bringing the position to 44,108 shares worth $990K. The position accounts for 0.03% of the portfolio, ranked #452.

B. Riley Wealth Advisors first reported a position in NFLT in Q1 2021 and has held it in 16 quarters since. 61 funds tracked by Wall St. Rank hold NFLT as of Q4 2024.

B. Riley Wealth Advisors held 44,108 shares of Virtus Newfleet Multi-Sector Bond ETF worth $990K as of Q4 2024.
B. Riley Wealth Advisors bought 4,524 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2024, an estimated $103K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #452 holding.
B. Riley Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2021 and has held it in 16 quarters since.
61 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.