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Coppell Advisory Solutions’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-500
Closed -$11.3K – 1313
2024
Q4 		$11.3K Buy
+500
New +$11.4K ﹤0.01% 1071

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EGWAG
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LPL Financial
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ARG
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions's NFLT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2025, closing a stake of 500 shares — an estimated $11.3K sold.

Coppell Advisory Solutions first reported a position in NFLT in Q4 2024 and held it in 1 quarter. The position peaked at $11.3K in Q4 2024. 61 funds tracked by Wall St. Rank hold NFLT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 500 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2025, an estimated $11.3K.
  • Coppell Advisory Solutions first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Virtus Newfleet Multi-Sector Bond ETF position peaked at $11.3K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.