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Sagespring Wealth Partners’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Sagespring Wealth Partners’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
Q1 		$1.54M Buy
+67,550
New +$1.56M 0.03% 239

Other funds holding NFLT

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LPL Financial
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sagespring Wealth Partners's NFLT Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2026: 67,550 shares worth $1.54M. The stake represents 0.03% of the portfolio and ranks #239 among its holdings.

75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Sagespring Wealth Partners held 67,550 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.54M as of Q1 2026.
  • Virtus Newfleet Multi-Sector Bond ETF was a new Sagespring Wealth Partners position in Q1 2026.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #239 holding.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.