HF Advisory Group’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

HF Advisory Group’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	$403K	Buy	18,245 +784	+4%	+$17.8K	0.12%	140
2026 Q2	$401K	Buy	17,461 +1,425	+9%	+$32.7K	0.12%	141
2026 Q1	$365K	Buy	16,036 +1,113	+7%	+$25.7K	0.12%	137
2025 Q4	$344K	Buy	14,923 +957	+7%	+$22.1K	0.12%	141
2025 Q3	$322K	Buy	13,966 +219	+2%	+$5.02K	0.12%	142
2025 Q2	$314K	Buy	13,747 +235	+2%	+$5.28K	0.12%	140
2025 Q1	$305K	Sell	13,512 -196	-1%	-$4.43K	0.13%	135
2024 Q4	$308K	Buy	13,708 +320	+2%	+$7.28K	0.14%	134
2024 Q3	$309K	Sell	13,388 -93	-0.7%	-$2.12K	0.14%	136
2024 Q2	$301K	Buy	13,481 +956	+8%	+$21.3K	0.16%	137
2024 Q1	$281K	Sell	12,525 -1,899	-13%	-$42.5K	0.16%	138
2023 Q4	$323K	Sell	14,424 -780	-5%	-$17K	0.21%	128
2023 Q3	$328K	Sell	15,204 -537	-3%	-$11.8K	0.24%	118
2023 Q2	$346K	Sell	15,741 -180	-1%	-$3.98K	0.27%	109
2023 Q1	$352K	Buy	15,921 +1,158	+8%	+$25.7K	0.31%	99
2022 Q4	$322K	Buy	+14,763	New	+$321K	0.33%	100

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

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 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

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

HF Advisory Group's NFLT Position: Q3 2026 in Review

HF Advisory Group increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 4.5% in Q3 2026, buying an estimated $17.8K and bringing the position to 18,245 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #140.

HF Advisory Group first reported a position in NFLT in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

HF Advisory Group held 18,245 shares of Virtus Newfleet Multi-Sector Bond ETF worth $403K as of Q3 2026.
HF Advisory Group bought 784 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2026, an estimated $17.8K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.12% of HF Advisory Group's portfolio in Q3 2026, its #140 holding.
HF Advisory Group first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2022 and has held it in 16 quarters since.
11 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.