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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
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 $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin Edwards Inc's NFLT Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 197% in Q1 2026, buying an estimated $3.5M and bringing the position to 228,783 shares worth $5.2M. The position accounts for 0.05% of the portfolio, ranked #325.

Benjamin Edwards Inc first reported a position in NFLT in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Benjamin Edwards Inc held 228,783 shares of Virtus Newfleet Multi-Sector Bond ETF worth $5.2M as of Q1 2026.
  • Benjamin Edwards Inc bought 151,855 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $3.5M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #325 holding.
  • Benjamin Edwards Inc first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.