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Sigma Planning Corp’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Sigma Planning Corp’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 		$307K Buy
13,381
+4,300
+47% +$98.7K 0.01% 1117
2026
Q1 		$207K Sell
9,081
-66
-0.7% -$1.52K 0.01% 1231
2025
Q4 		$211K Buy
+9,147
New +$211K 0.01% 1206

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
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

Sigma Planning Corp's NFLT Position: Q2 2026 in Review

Sigma Planning Corp increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 47% in Q2 2026, buying an estimated $98.7K and bringing the position to 13,381 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1117.

Sigma Planning Corp first reported a position in NFLT in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Sigma Planning Corp held 13,381 shares of Virtus Newfleet Multi-Sector Bond ETF worth $307K as of Q2 2026.
  • Sigma Planning Corp bought 4,300 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $98.7K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1117 holding.
  • Sigma Planning Corp first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.