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 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 $3.23B AUM 15.3% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's NFLT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2026: 18,362 shares worth $418K. The stake represents 0.22% of the portfolio and ranks #39 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in NFLT as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in NFLT in Q4 2024 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Chokshi & Queen Wealth Advisors held 18,362 shares of Virtus Newfleet Multi-Sector Bond ETF worth $418K as of Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF made up 0.22% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Chokshi & Queen Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.