New Century Financial Group’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

New Century Financial Group’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
2025 Q4	–	Sell	-9,498	Closed	-$219K	–	41
2025 Q3	$219K	Sell	9,498 -30,193	-76%	-$692K	0.39%	58
2025 Q2	$906K	Sell	39,691 -91,241	-70%	-$2.05M	1.06%	37
2025 Q1	$2.96M	Buy	130,932 +63,245	+93%	+$1.43M	3.42%	3
2024 Q4	$1.52M	Buy	67,687 +8,151	+14%	+$185K	0.65%	35
2024 Q3	$1.37M	Buy	+59,536	New	+$1.35M	0.5%	44

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New Century Financial Group's NFLT Position: Q4 2025 in Review

New Century Financial Group sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2025, closing a stake of 9,498 shares — an estimated $219K sold.

New Century Financial Group first reported a position in NFLT in Q3 2024 and held it in 5 quarters. The position peaked at $2.96M in Q1 2025. 65 funds tracked by Wall St. Rank hold NFLT as of Q4 2025.

New Century Financial Group reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 9,498 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2025, an estimated $219K.
New Century Financial Group first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2024 and held it in 5 quarters.
New Century Financial Group's Virtus Newfleet Multi-Sector Bond ETF position peaked at $2.96M in Q1 2025.
65 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.