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

Maridea 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	$4.46M	Buy	196,204 +28,223	+17%	+$651K	0.65%	34
2025 Q4	$3.87M	Buy	167,981 +34,895	+26%	+$806K	0.58%	43
2025 Q3	$3.07M	Buy	+133,086	New	+$3.05M	0.48%	49

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

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

Maridea Wealth Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 17% in Q1 2026, buying an estimated $651K and bringing the position to 196,204 shares worth $4.46M. The position accounts for 0.65% of the portfolio, ranked #34.

Maridea Wealth Management first reported a position in NFLT in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Maridea Wealth Management held 196,204 shares of Virtus Newfleet Multi-Sector Bond ETF worth $4.46M as of Q1 2026.
Maridea Wealth Management bought 28,223 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $651K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.65% of Maridea Wealth Management's portfolio in Q1 2026, its #34 holding.
Maridea Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2025 and has held it in 3 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.