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Kestra Advisory Services’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,241
Closed -$28.6K – 3947
2025
Q4 		$28.6K Buy
+1,241
New +$28.7K ﹤0.01% 4318

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LPL Financial
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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

Kestra Advisory Services's NFLT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2026, closing a stake of 1,241 shares — an estimated $28.6K sold.

Kestra Advisory Services first reported a position in NFLT in Q4 2025 and held it in 1 quarter. The position peaked at $28.6K in Q4 2025. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,241 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $28.6K.
  • Kestra Advisory Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $28.6K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.