Kingsview Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Kingsview Wealth Management’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	$1.07M	Buy	47,139 +7,734	+20%	+$178K	0.01%	674
2025 Q4	$908K	Sell	39,405 -45	-0.1%	-$1.04K	0.01%	667
2025 Q3	$910K	Sell	39,450 -1,100	-3%	-$25.2K	0.01%	636
2025 Q2	$926K	Sell	40,550 -155	-0.4%	-$3.48K	0.02%	603
2025 Q1	$919K	Hold	40,705	–	–	0.02%	565
2024 Q4	$914K	Sell	40,705 -6,035	-13%	-$137K	0.02%	573
2024 Q3	$1.08M	Buy	+46,740	New	+$1.06M	0.02%	513
2024 Q1	–	Sell	-17,752	Closed	-$398K	–	1049
2023 Q4	$398K	Buy	+17,752	New	+$386K	0.01%	687

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingsview Wealth Management's NFLT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 20% in Q1 2026, buying an estimated $178K and bringing the position to 47,139 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #674.

Kingsview Wealth Management first reported a position in NFLT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2024. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Kingsview Wealth Management held 47,139 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.07M as of Q1 2026.
Kingsview Wealth Management bought 7,734 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $178K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #674 holding.
Kingsview Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2023 and has held it in 8 quarters since.
Kingsview Wealth Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $1.08M in Q3 2024.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.