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 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 $3.94B AUM 18.64% 1-Year Est. Return

AFG

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

EGWAG

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BEI

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

IFP Advisors's NFLT Position: Q2 2026 in Review

IFP Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 205% in Q2 2026, buying an estimated $3.62M and bringing the position to 234,059 shares worth $5.37M. The position accounts for 0.1% of the portfolio, ranked #227.

IFP Advisors first reported a position in NFLT in Q2 2016 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

IFP Advisors held 234,059 shares of Virtus Newfleet Multi-Sector Bond ETF worth $5.37M as of Q2 2026.
IFP Advisors bought 157,432 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $3.62M.
Virtus Newfleet Multi-Sector Bond ETF made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #227 holding.
IFP Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2016 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.