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Mark Sheptoff Financial Planning’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-566
Closed -$13K – 527
2026
Q1 		$13K Buy
566
+8
+1% +$185 0.01% 314
2025
Q4 		$12.8K Buy
558
+9
+2% +$208 0.01% 323
2025
Q3 		$12.7K Buy
549
+99
+22% +$2.27K 0.01% 320
2025
Q2 		$10.3K Hold
450
– – 0.01% 336
2025
Q1 		$10.2K Hold
450
– – 0.01% 322
2024
Q4 		$10.1K Hold
450
– – 0.01% 315
2024
Q3 		$10.4K Hold
450
– – 0.01% 304
2024
Q2 		$10K Buy
+450
New +$10K 0.01% 317

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's NFLT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2026, closing a stake of 566 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in NFLT in Q2 2024 and held it in 8 quarters. The position peaked at $13K in Q1 2026. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 566 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2024 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Virtus Newfleet Multi-Sector Bond ETF position peaked at $13K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.