EverSource Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

EverSource 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	$2.58M	Buy	112,528 +20,640	+22%	+$474K	0.09%	187
2026 Q1	$2.09M	Buy	91,888 +22,624	+33%	+$522K	0.06%	215
2025 Q4	$1.6M	Buy	69,264 +12,840	+23%	+$297K	0.06%	236
2025 Q3	$1.3M	Buy	56,424 +16,420	+41%	+$376K	0.05%	256
2025 Q2	$913K	Buy	40,004 +11,983	+43%	+$269K	0.04%	298
2025 Q1	$632K	Buy	28,021 +18,507	+195%	+$418K	0.03%	339
2024 Q4	$214K	Buy	9,514 +5,186	+120%	+$118K	0.01%	630
2024 Q3	$99.8K	Buy	4,328 +45	+1%	+$1.02K	0.01%	790
2024 Q2	$96.8K	Buy	4,283 +4,188	+4,408%	+$93.4K	0.01%	815
2024 Q1	$2.09K	Buy	+95	New	+$2.13K	﹤0.01%	2371

Other funds holding NFLT

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EverSource Wealth Advisors's NFLT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 22% in Q2 2026, buying an estimated $474K and bringing the position to 112,528 shares worth $2.58M. The position accounts for 0.09% of the portfolio, ranked #187.

EverSource Wealth Advisors first reported a position in NFLT in Q1 2024 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

EverSource Wealth Advisors held 112,528 shares of Virtus Newfleet Multi-Sector Bond ETF worth $2.58M as of Q2 2026.
EverSource Wealth Advisors bought 20,640 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $474K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #187 holding.
EverSource Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2024 and has held it in 10 quarters since.
34 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.