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Retirement Planning Group (Kansas)’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Retirement Planning Group (Kansas)’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 		$113M Buy
4,940,760
+473,469
+11% +$10.9M 2.88% 11
2026
Q1 		$102M Buy
4,467,291
+544,748
+14% +$12.6M 3.15% 11
2025
Q4 		$90.4M Buy
3,922,543
+267,171
+7% +$6.17M 2.97% 11
2025
Q3 		$84.3M Buy
3,655,372
+291,908
+9% +$6.69M 2.93% 11
2025
Q2 		$76.8M Buy
3,363,464
+170,852
+5% +$3.84M 3.27% 11
2025
Q1 		$72.1M Buy
3,192,612
+562,994
+21% +$12.7M 3.38% 11
2024
Q4 		$59M Buy
2,629,618
+1,088,025
+71% +$24.7M 2.97% 12
2024
Q3 		$35.5M Buy
1,541,593
+820,056
+114% +$18.7M 1.94% 15
2024
Q2 		$16.1M Sell
721,537
-9,631
-1% -$215K 1.02% 20
2024
Q1 		$16.4M Buy
731,168
+20,023
+3% +$448K 1.26% 15
2023
Q4 		$15.9M Sell
711,145
-460,527
-39% -$10M 1.43% 14
2023
Q3 		$25.2M Sell
1,171,672
-70,978
-6% -$1.56M 2.68% 10
2023
Q2 		$27.3M Buy
1,242,650
+84,757
+7% +$1.87M 2.73% 10
2023
Q1 		$25.6M Sell
1,157,893
-34,750
-3% -$771K 2.73% 10
2022
Q4 		$26M Buy
1,192,643
+486,782
+69% +$10.6M 2.98% 10
2022
Q3 		$15.1M Buy
705,861
+238,438
+51% +$5.31M 1.9% 10
2022
Q2 		$10.3M Buy
467,423
+370,091
+380% +$8.5M 1.27% 12
2022
Q1 		$2.32M Buy
+97,332
New +$2.37M 0.25% 31

Other funds holding NFLT

AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
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
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Retirement Planning Group (Kansas)'s NFLT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 11% in Q2 2026, buying an estimated $10.9M and bringing the position to 4,940,760 shares worth $113M. The position accounts for 2.88% of the portfolio, ranked #11.

Retirement Planning Group (Kansas) first reported a position in NFLT in Q1 2022 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,940,760 shares of Virtus Newfleet Multi-Sector Bond ETF worth $113M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 473,469 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $10.9M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 2.88% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #11 holding.
  • Retirement Planning Group (Kansas) first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.