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 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 $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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Peak Financial Management's NFLT Position: Q2 2026 in Review

Peak Financial Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 4.9% in Q2 2026, buying an estimated $627K and bringing the position to 589,643 shares worth $13.5M. The position accounts for 3.11% of the portfolio, ranked #11.

Peak Financial Management first reported a position in NFLT in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Peak Financial Management held 589,643 shares of Virtus Newfleet Multi-Sector Bond ETF worth $13.5M as of Q2 2026.
Peak Financial Management bought 27,311 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $627K.
Virtus Newfleet Multi-Sector Bond ETF made up 3.11% of Peak Financial Management's portfolio in Q2 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 5 quarters since.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.