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

Financial Network 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	$292K	Hold	12,823	–	–	0.3%	69
2025 Q4	$295K	Hold	12,823	–	–	0.31%	70
2025 Q3	$296K	Sell	12,823 -735	-5%	-$16.8K	0.32%	63
2025 Q2	$310K	Sell	13,558 -3,206	-19%	-$72K	0.38%	53
2025 Q1	$378K	Buy	16,764 +6,507	+63%	+$147K	0.5%	41
2024 Q4	$230K	Sell	10,257 -2,987	-23%	-$67.9K	0.43%	49
2024 Q3	$305K	Buy	13,244 +5,151	+64%	+$117K	0.25%	79
2024 Q2	$181K	Buy	+8,093	New	+$180K	0.14%	151

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 $394M AUM 17.76% 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

Financial Network Wealth Advisors's NFLT Position: Q1 2026 in Review

Financial Network Wealth Advisors held its Virtus Newfleet Multi-Sector Bond ETF (NFLT) position steady in Q1 2026 at 12,823 shares worth $292K. The position accounts for 0.3% of the portfolio, ranked #69.

Financial Network Wealth Advisors first reported a position in NFLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $378K in Q1 2025. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Financial Network Wealth Advisors held 12,823 shares of Virtus Newfleet Multi-Sector Bond ETF worth $292K as of Q1 2026.
Financial Network Wealth Advisors left its Virtus Newfleet Multi-Sector Bond ETF share count unchanged in Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF made up 0.3% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Financial Network Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $378K in Q1 2025.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.