Raleigh Capital Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Raleigh Capital 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
2025 Q1	–	Sell	-39	Closed	-$879	–	864
2024 Q4	$879	Hold	39	–	–	﹤0.01%	908
2024 Q3	$888	Buy	39 +1	+3%	+$23	﹤0.01%	899
2024 Q2	$848	Buy	38 +1	+3%	+$22	﹤0.01%	871
2024 Q1	$839	Hold	37	–	–	﹤0.01%	860
2023 Q4	$829	Buy	37 +1	+3%	+$22	﹤0.01%	958
2023 Q3	$782	Hold	36	–	–	﹤0.01%	860
2023 Q2	$786	Buy	36 +1	+3%	+$22	﹤0.01%	777
2023 Q1	$780	Hold	35	–	–	﹤0.01%	797
2022 Q4	$759	Buy	35 +1	+3%	+$22	﹤0.01%	724
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	757
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	583
2022 Q1	$1K	Buy	+34	New	+$829	﹤0.01%	576

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raleigh Capital Management's NFLT Position: Q1 2025 in Review

Raleigh Capital Management sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2025, closing a stake of 39 shares — an estimated $879 sold.

Raleigh Capital Management first reported a position in NFLT in Q1 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 61 funds tracked by Wall St. Rank hold NFLT as of Q1 2025.

Raleigh Capital Management reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 39 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2025, an estimated $879.
Raleigh Capital Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $1K in Q3 2022.
61 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.