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Peak Financial Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Peak Financial 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 		$12.8M Buy
562,332
+50,817
+10% +$1.17M 3.25% 9
2025
Q4 		$11.8M Buy
511,515
+30,909
+6% +$714K 3.04% 13
2025
Q3 		$11.1M Buy
480,606
+177,932
+59% +$4.08M 2.93% 13
2025
Q2 		$6.91M Buy
+302,674
New +$6.8M 1.97% 18

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peak Financial Management's NFLT Position: Q1 2026 in Review

Peak Financial Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 9.9% in Q1 2026, buying an estimated $1.17M and bringing the position to 562,332 shares worth $12.8M. The position accounts for 3.25% of the portfolio, ranked #9.

Peak Financial Management first reported a position in NFLT in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Peak Financial Management held 562,332 shares of Virtus Newfleet Multi-Sector Bond ETF worth $12.8M as of Q1 2026.
  • Peak Financial Management bought 50,817 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $1.17M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 3.25% of Peak Financial Management's portfolio in Q1 2026, its #9 holding.
  • Peak Financial Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.