Carson Wealth (CWM LLC)
NFLT icon

Carson Wealth (CWM LLC)’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-1
Closed – – 5070
2024
Q3 		$0 Sell
1
-39
-98% -$887 ﹤0.01% 5034
2024
Q2 		$1K Hold
40
– – ﹤0.01% 4431
2024
Q1 		$1K Hold
40
– – ﹤0.01% 4171
2023
Q4 		$1K Sell
40
-242
-86% -$5.26K ﹤0.01% 3987
2023
Q3 		$6K Sell
282
-195
-41% -$4.28K ﹤0.01% 3385
2023
Q2 		$10K Buy
477
+377
+377% +$8.33K ﹤0.01% 3090
2023
Q1 		$2K Buy
+100
New +$2.22K ﹤0.01% 3678

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
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
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
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
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

Carson Wealth (CWM LLC)'s NFLT Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in NFLT in Q1 2023 and held it in 7 quarters. The position peaked at $10K in Q2 2023. 61 funds tracked by Wall St. Rank hold NFLT as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Virtus Newfleet Multi-Sector Bond ETF share in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Virtus Newfleet Multi-Sector Bond ETF position peaked at $10K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.