Peak Financial Management
NFLT icon

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
Q3 		$13.3M Buy
601,115
+11,472
+2% +$261K 3.01% 11
2026
Q2 		$13.5M Buy
589,643
+27,311
+5% +$627K 3.11% 11
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 $4.01B AUM 11.74% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
ARWA LLC
ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Peak Financial Management's NFLT Position: Q3 2026 in Review

Peak Financial Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 1.9% in Q3 2026, buying an estimated $261K and bringing the position to 601,115 shares worth $13.3M. The position accounts for 3.01% of the portfolio, ranked #11.

Peak Financial Management first reported a position in NFLT in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5M in Q2 2026. 19 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

  • Peak Financial Management held 601,115 shares of Virtus Newfleet Multi-Sector Bond ETF worth $13.3M as of Q3 2026.
  • Peak Financial Management bought 11,472 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2026, an estimated $261K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 3.01% of Peak Financial Management's portfolio in Q3 2026, its #11 holding.
  • Peak Financial Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Peak Financial Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $13.5M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.