Integrated Wealth Concepts’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Integrated Wealth Concepts’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	$649	Buy	+28	New	+$643	﹤0.01%	5615

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

Integrated Wealth Concepts's NFLT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2026: 28 shares worth $649. The stake represents ﹤0.01% of the portfolio and ranks #5615 among its holdings.

76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Integrated Wealth Concepts held 28 shares of Virtus Newfleet Multi-Sector Bond ETF worth $649 as of Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5615 holding.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.