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

Integrity Wealth 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
Q1 		$236K Sell
10,361
-4,637
-31% -$107K 0.14% 64
2025
Q4 		$347K Sell
14,998
-7,281
-33% -$168K 0.24% 54
2025
Q3 		$514K Sell
22,279
-897
-4% -$20.6K 0.18% 44
2025
Q2 		$529K Sell
23,176
-637
-3% -$14.3K 0.37% 38
2025
Q1 		$537K Sell
23,813
-389
-2% -$8.79K 0.39% 34
2024
Q4 		$543K Buy
+24,202
New +$550K 0.4% 34

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrity Wealth Advisors's NFLT Position: Q1 2026 in Review

Integrity Wealth Advisors reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 31% in Q1 2026, selling an estimated $107K and leaving 10,361 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #64.

Integrity Wealth Advisors first reported a position in NFLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $543K in Q4 2024. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Integrity Wealth Advisors held 10,361 shares of Virtus Newfleet Multi-Sector Bond ETF worth $236K as of Q1 2026.
  • Integrity Wealth Advisors sold 4,637 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $107K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.14% of Integrity Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Integrity Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Integrity Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $543K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.