HighTower Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

HighTower Advisors’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	$201K	Buy	+8,760	New	+$201K	﹤0.01%	3540
2025 Q1	–	Sell	-21,224	Closed	-$476K	–	3941
2024 Q4	$476K	Buy	+21,224	New	+$483K	﹤0.01%	2510

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

PFM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HighTower Advisors's NFLT Position: Q2 2026 in Review

HighTower Advisors opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2026: 8,760 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3540 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in NFLT as recently as Q4 2024.

HighTower Advisors first reported a position in NFLT in Q4 2024 and has held it in 2 quarters since. The position peaked at $476K in Q4 2024. 75 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

HighTower Advisors held 8,760 shares of Virtus Newfleet Multi-Sector Bond ETF worth $201K as of Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF was a new HighTower Advisors position in Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3540 holding.
HighTower Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 2 quarters since.
HighTower Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $476K in Q4 2024.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.