Heritage Wealth Architects’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Heritage Wealth Architects’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 Q3	$867K	Buy	39,193 +2,550	+7%	+$57.9K	0.35%	31
2026 Q2	$837K	Buy	36,643 +5,941	+19%	+$136K	0.33%	36
2026 Q1	$706K	Sell	30,702 -3,722	-11%	-$85.9K	0.29%	38
2025 Q4	$795K	Buy	34,424 +3,235	+10%	+$74.7K	0.37%	36
2025 Q3	$719K	Buy	31,189 +192	+0.6%	+$4.4K	0.44%	32
2025 Q2	$708K	Sell	30,997 -583	-2%	-$13.1K	0.52%	30
2025 Q1	$713K	Buy	+31,580	New	+$714K	0.69%	21

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BWM

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heritage Wealth Architects's NFLT Position: Q3 2026 in Review

Heritage Wealth Architects increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 7% in Q3 2026, buying an estimated $57.9K and bringing the position to 39,193 shares worth $867K. The position accounts for 0.35% of the portfolio, ranked #31.

Heritage Wealth Architects first reported a position in NFLT in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

Heritage Wealth Architects held 39,193 shares of Virtus Newfleet Multi-Sector Bond ETF worth $867K as of Q3 2026.
Heritage Wealth Architects bought 2,550 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2026, an estimated $57.9K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.35% of Heritage Wealth Architects's portfolio in Q3 2026, its #31 holding.
Heritage Wealth Architects first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.