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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
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

Other funds holding NFLT

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Lloyd Advisory Services's NFLT Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2020, closing a stake of 458 shares — an estimated $11K sold.

Lloyd Advisory Services first reported a position in NFLT in Q4 2019 and held it in 3 quarters. The position peaked at $70K in Q4 2019. 21 funds tracked by Wall St. Rank hold NFLT as of Q3 2020.

  • Lloyd Advisory Services reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 458 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2020, an estimated $11K.
  • Lloyd Advisory Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2019 and held it in 3 quarters.
  • Lloyd Advisory Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $70K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.