Jones Financial Companies
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Jones Financial Companies’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-270
Closed -$6.12K – 4332
2025
Q2 		$6.12K Buy
+270
New +$6.07K ﹤0.01% 3070

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AFG
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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's NFLT Position: Q3 2025 in Review

Jones Financial Companies sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2025, closing a stake of 270 shares — an estimated $6.12K sold.

Jones Financial Companies first reported a position in NFLT in Q2 2025 and held it in 1 quarter. The position peaked at $6.12K in Q2 2025. 58 funds tracked by Wall St. Rank hold NFLT as of Q3 2025.

  • Jones Financial Companies reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 270 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2025, an estimated $6.12K.
  • Jones Financial Companies first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Virtus Newfleet Multi-Sector Bond ETF position peaked at $6.12K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.