Elevated Capital Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Elevated Capital 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	$2K	Hold	87	–	–	﹤0.01%	667
2026 Q1	$1.98K	Hold	87	–	–	﹤0.01%	658
2025 Q4	$2K	Buy	+87	New	+$2.01K	﹤0.01%	625

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

Elevated Capital Advisors's NFLT Position: Q2 2026 in Review

Elevated Capital Advisors held its Virtus Newfleet Multi-Sector Bond ETF (NFLT) position steady in Q2 2026 at 87 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Elevated Capital Advisors first reported a position in NFLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2K in Q4 2025. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Elevated Capital Advisors held 87 shares of Virtus Newfleet Multi-Sector Bond ETF worth $2K as of Q2 2026.
Elevated Capital Advisors left its Virtus Newfleet Multi-Sector Bond ETF share count unchanged in Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #667 holding.
Elevated Capital Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
Elevated Capital Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $2K in Q4 2025.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.