Lloyd Advisory Services
NFLT icon

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

Lloyd 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
Q3 		$4.17K Buy
+189
New +$4.29K ﹤0.01% 471
2020
Q3 		– Sell
-458
Closed -$11K – 365
2020
Q2 		$11K Buy
458
+4
+0.9% +$93 0.01% 178
2020
Q1 		$10K Sell
454
-2,401
-84% -$58.3K 0.01% 163
2019
Q4 		$70K Buy
+2,855
New +$70.1K 0.06% 102

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Lloyd Advisory Services's NFLT Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2026: 189 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in NFLT as recently as Q2 2020.

Lloyd Advisory Services first reported a position in NFLT in Q4 2019 and has held it in 4 quarters since. The position peaked at $70K in Q4 2019. 39 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

  • Lloyd Advisory Services held 189 shares of Virtus Newfleet Multi-Sector Bond ETF worth $4.17K as of Q3 2026.
  • Virtus Newfleet Multi-Sector Bond ETF was a new Lloyd Advisory Services position in Q3 2026.
  • Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #471 holding.
  • Lloyd Advisory Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $70K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.