BFWM
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Bright Futures Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Bright Futures Wealth Management’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 		$931K Buy
40,564
+4,107
+11% +$94.3K 0.6% 56
2026
Q1 		$829K Buy
36,457
+1,497
+4% +$34.5K 0.57% 58
2025
Q4 		$805K Buy
34,960
+4,285
+14% +$99K 0.6% 56
2025
Q3 		$708K Buy
+30,675
New +$703K 0.55% 58
2025
Q1 		$296K Buy
+13,425
New +$303K 0.32% 85

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bright Futures Wealth Management's NFLT Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 11% in Q2 2026, buying an estimated $94.3K and bringing the position to 40,564 shares worth $931K. The position accounts for 0.6% of the portfolio, ranked #56.

Bright Futures Wealth Management first reported a position in NFLT in Q1 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Bright Futures Wealth Management held 40,564 shares of Virtus Newfleet Multi-Sector Bond ETF worth $931K as of Q2 2026.
  • Bright Futures Wealth Management bought 4,107 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $94.3K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.6% of Bright Futures Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Bright Futures Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.