GRP
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Global Retirement Partners’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Global Retirement Partners’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 		$33.7K Buy
+1,468
New +$33.7K ﹤0.01% 2768
2025
Q4 		$41.7K Buy
1,812
+403
+29% +$9.31K ﹤0.01% 2462
2025
Q3 		$32.5K Buy
1,409
+412
+41% +$9.44K ﹤0.01% 2141
2025
Q2 		$22.8K Buy
+997
New +$22.4K ﹤0.01% 2220

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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

Global Retirement Partners's NFLT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2026: 1,468 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NFLT as recently as Q4 2025.

Global Retirement Partners first reported a position in NFLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.7K in Q4 2025. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Global Retirement Partners held 1,468 shares of Virtus Newfleet Multi-Sector Bond ETF worth $33.7K as of Q2 2026.
  • Virtus Newfleet Multi-Sector Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2768 holding.
  • Global Retirement Partners first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Virtus Newfleet Multi-Sector Bond ETF position peaked at $41.7K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.