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Global Wealth Strategies & Associates’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q2 		– Sell
-758
Closed -$17.1K – 434
2025
Q1 		$17.1K Buy
+758
New +$17.1K 0.01% 195

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Strategies & Associates's NFLT Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2025, closing a stake of 758 shares — an estimated $17.1K sold.

Global Wealth Strategies & Associates first reported a position in NFLT in Q1 2025 and held it in 1 quarter. The position peaked at $17.1K in Q1 2025. 60 funds tracked by Wall St. Rank hold NFLT as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 758 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2025, an estimated $17.1K.
  • Global Wealth Strategies & Associates first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Virtus Newfleet Multi-Sector Bond ETF position peaked at $17.1K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.