Chokshi & Queen Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Chokshi & Queen 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
2026 Q2	$421K	Hold	18,362	–	–	0.2%	41
2026 Q1	$418K	Buy	+18,362	New	+$424K	0.22%	39
2025 Q4	–	Sell	-15,448	Closed	-$356K	–	54
2025 Q3	$356K	Buy	15,448 +3,532	+30%	+$81K	0.19%	43
2025 Q2	$272K	Hold	11,916	–	–	0.16%	45
2025 Q1	$269K	Hold	11,916	–	–	0.16%	45
2024 Q4	$268K	Buy	+11,916	New	+$271K	0.17%	42

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Chokshi & Queen Wealth Advisors's NFLT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its Virtus Newfleet Multi-Sector Bond ETF (NFLT) position steady in Q2 2026 at 18,362 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #41.

Chokshi & Queen Wealth Advisors first reported a position in NFLT in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Chokshi & Queen Wealth Advisors held 18,362 shares of Virtus Newfleet Multi-Sector Bond ETF worth $421K as of Q2 2026.
Chokshi & Queen Wealth Advisors left its Virtus Newfleet Multi-Sector Bond ETF share count unchanged in Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF made up 0.2% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Chokshi & Queen Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.