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SFMG Wealth Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

SFMG Wealth Advisors’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
2023
Q1 		– Sell
-637,424
Closed -$13.9M – 273
2022
Q4 		$13.9M Buy
+637,424
New +$13.9M 1.55% 13

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFMG Wealth Advisors's NFLT Position: Q1 2023 in Review

SFMG Wealth Advisors sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2023, closing a stake of 637,424 shares — an estimated $13.9M sold.

SFMG Wealth Advisors first reported a position in NFLT in Q4 2022 and held it in 1 quarter. The position peaked at $13.9M in Q4 2022. 26 funds tracked by Wall St. Rank hold NFLT as of Q1 2023.

  • SFMG Wealth Advisors reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 637,424 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2023, an estimated $13.9M.
  • SFMG Wealth Advisors first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2022 and held it in 1 quarter.
  • SFMG Wealth Advisors's Virtus Newfleet Multi-Sector Bond ETF position peaked at $13.9M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2023.

Based on SFMG Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.