Roxbury Financial’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Roxbury Financial’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	$33.3K	Buy	+1,507	New	+$34.2K	0.03%	243

Other funds holding NFLT

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

BWM

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Roxbury Financial's NFLT Position: Q3 2026 in Review

Roxbury Financial opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2026: 1,507 shares worth $33.3K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings.

11 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

Roxbury Financial held 1,507 shares of Virtus Newfleet Multi-Sector Bond ETF worth $33.3K as of Q3 2026.
Virtus Newfleet Multi-Sector Bond ETF was a new Roxbury Financial position in Q3 2026.
Virtus Newfleet Multi-Sector Bond ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #243 holding.
11 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.