BEI
NFLT icon

Benjamin Edwards Inc’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Benjamin Edwards Inc’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
Q2 		$6.96M Buy
303,369
+74,586
+33% +$1.71M 0.06% 284
2026
Q1 		$5.2M Buy
228,783
+151,855
+197% +$3.5M 0.05% 325
2025
Q4 		$1.77M Buy
+76,928
New +$1.78M 0.02% 547

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Benjamin Edwards Inc's NFLT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 33% in Q2 2026, buying an estimated $1.71M and bringing the position to 303,369 shares worth $6.96M. The position accounts for 0.06% of the portfolio, ranked #284.

Benjamin Edwards Inc first reported a position in NFLT in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Benjamin Edwards Inc held 303,369 shares of Virtus Newfleet Multi-Sector Bond ETF worth $6.96M as of Q2 2026.
  • Benjamin Edwards Inc bought 74,586 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $1.71M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #284 holding.
  • Benjamin Edwards Inc first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.