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

IFP 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 Q3	$7.37M	Buy	334,162 +100,103	+43%	+$2.27M	0.13%	183
2026 Q2	$5.37M	Buy	234,059 +157,432	+205%	+$3.62M	0.1%	227
2026 Q1	$1.74M	Buy	76,627 +16,634	+28%	+$384K	0.04%	504
2025 Q4	$1.38M	Buy	+59,993	New	+$1.39M	0.03%	535
2018 Q3	–	Sell	-895	Closed	-$22K	–	3947
2018 Q2	$22K	Buy	+895	New	+$21.9K	﹤0.01%	2409
2017 Q1	–	Sell	-12	Closed	–	–	4080
2016 Q4	$0	Hold	12	–	–	﹤0.01%	4079
2016 Q3	$0	Hold	12	–	–	﹤0.01%	3985
2016 Q2	$0	Buy	+12	New	+$303	﹤0.01%	3988

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

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

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

IFP Advisors's NFLT Position: Q3 2026 in Review

IFP Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 43% in Q3 2026, buying an estimated $2.27M and bringing the position to 334,162 shares worth $7.37M. The position accounts for 0.13% of the portfolio, ranked #183.

IFP Advisors first reported a position in NFLT in Q2 2016 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

IFP Advisors held 334,162 shares of Virtus Newfleet Multi-Sector Bond ETF worth $7.37M as of Q3 2026.
IFP Advisors bought 100,103 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2026, an estimated $2.27M.
Virtus Newfleet Multi-Sector Bond ETF made up 0.13% of IFP Advisors's portfolio in Q3 2026, its #183 holding.
IFP Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2016 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.