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Principal Securities’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Principal Securities’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
-688
Closed -$15.9K – 2737
2025
Q3 		$15.9K Buy
688
+9
+1% +$206 ﹤0.01% 2518
2025
Q2 		$15.5K Buy
679
+264
+64% +$5.93K ﹤0.01% 2445
2025
Q1 		$9.31K Hold
415
– – ﹤0.01% 2557
2024
Q4 		$9.31K Buy
+415
New +$9.44K ﹤0.01% 2552

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's NFLT Position: Q4 2025 in Review

Principal Securities sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q4 2025, closing a stake of 688 shares — an estimated $15.9K sold.

Principal Securities first reported a position in NFLT in Q4 2024 and held it in 4 quarters. The position peaked at $15.9K in Q3 2025. 65 funds tracked by Wall St. Rank hold NFLT as of Q4 2025.

  • Principal Securities reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 688 Virtus Newfleet Multi-Sector Bond ETF shares in Q4 2025, an estimated $15.9K.
  • Principal Securities first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Virtus Newfleet Multi-Sector Bond ETF position peaked at $15.9K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.