KWA
NFLT icon

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

Kingswood 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 		$3.13M Buy
+137,404
New +$3.17M 0.15% 159

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

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

Kingswood Wealth Advisors opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2026: 137,404 shares worth $3.13M. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Kingswood Wealth Advisors held 137,404 shares of Virtus Newfleet Multi-Sector Bond ETF worth $3.13M as of Q1 2026.
  • Virtus Newfleet Multi-Sector Bond ETF was a new Kingswood Wealth Advisors position in Q1 2026.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.15% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #159 holding.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.