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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
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

FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Heritage Wealth Architects's NFLT Position: Q2 2026 in Review

Heritage Wealth Architects increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 19% in Q2 2026, buying an estimated $136K and bringing the position to 36,643 shares worth $837K. The position accounts for 0.33% of the portfolio, ranked #36.

Heritage Wealth Architects first reported a position in NFLT in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Heritage Wealth Architects held 36,643 shares of Virtus Newfleet Multi-Sector Bond ETF worth $837K as of Q2 2026.
  • Heritage Wealth Architects bought 5,941 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $136K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.33% of Heritage Wealth Architects's portfolio in Q2 2026, its #36 holding.
  • Heritage Wealth Architects first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.