NewEdge Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

NewEdge Advisors’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	$1.29M	Buy	56,657 +41,762	+280%	+$963K	﹤0.01%	1351
2025 Q4	$343K	Buy	14,895 +12,624	+556%	+$292K	﹤0.01%	2219
2025 Q3	$52.4K	Hold	2,271	–	–	﹤0.01%	2811
2025 Q2	$51.8K	Hold	2,271	–	–	﹤0.01%	2654
2025 Q1	$51.3K	Hold	2,271	–	–	﹤0.01%	2546
2024 Q4	$51K	Hold	2,271	–	–	﹤0.01%	2525
2024 Q3	$52.4K	Sell	2,271 -519	-19%	-$11.8K	﹤0.01%	2418
2024 Q2	$62.3K	Buy	2,790 +8	+0.3%	+$178	﹤0.01%	2275
2024 Q1	$62.4K	Buy	2,782 +9	+0.3%	+$201	﹤0.01%	2237
2023 Q4	$62.2K	Buy	2,773 +2,277	+459%	+$49.5K	﹤0.01%	2146
2023 Q3	$10.7K	Buy	496 +8	+2%	+$175	﹤0.01%	2557
2023 Q2	$10.7K	Buy	488 +7	+1%	+$155	﹤0.01%	2577
2023 Q1	$10.7K	Buy	481 +6	+1%	+$133	﹤0.01%	2550
2022 Q4	$10	Buy	+475	New	+$10.3K	﹤0.01%	3709

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

NewEdge Advisors's NFLT Position: Q1 2026 in Review

NewEdge Advisors increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 280% in Q1 2026, buying an estimated $963K and bringing the position to 56,657 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

NewEdge Advisors first reported a position in NFLT in Q4 2022 and has held it in 14 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

NewEdge Advisors held 56,657 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.29M as of Q1 2026.
NewEdge Advisors bought 41,762 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $963K.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1351 holding.
NewEdge Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2022 and has held it in 14 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.