Global Wealth Management Investment Advisory’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-136	Closed	-$3K	–	499
2020 Q4	$3K	Hold	136	–	–	﹤0.01%	374
2020 Q3	$3K	Sell	136 -305	-69%	-$7.53K	﹤0.01%	366
2020 Q2	$11K	Sell	441 -607	-58%	-$14.2K	﹤0.01%	340
2020 Q1	$23K	Sell	1,048 -1,155	-52%	-$28K	0.01%	242
2019 Q4	$54K	Hold	2,203	–	–	0.02%	175
2019 Q3	$54K	Sell	2,203 -829	-27%	-$20.3K	0.02%	159
2019 Q2	$74K	Sell	3,032 -17,929	-86%	-$435K	0.04%	152
2019 Q1	$507K	Sell	20,961 -23,674	-53%	-$566K	0.26%	76
2018 Q4	$1.05M	Buy	+44,635	New	+$1.06M	0.61%	60

Other funds holding NFLT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's NFLT Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2021, closing a stake of 136 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in NFLT in Q4 2018 and held it in 9 quarters. The position peaked at $1.05M in Q4 2018. 19 funds tracked by Wall St. Rank hold NFLT as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 136 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2021, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Virtus Newfleet Multi-Sector Bond ETF position peaked at $1.05M in Q4 2018.
19 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.