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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
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 $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Sigma Planning Corp's NFLT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 0.72% in Q1 2026, selling an estimated $1.52K and leaving 9,081 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1231.

Sigma Planning Corp first reported a position in NFLT in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Sigma Planning Corp held 9,081 shares of Virtus Newfleet Multi-Sector Bond ETF worth $207K as of Q1 2026.
  • Sigma Planning Corp sold 66 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $1.52K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1231 holding.
  • Sigma Planning Corp first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Sigma Planning Corp's Virtus Newfleet Multi-Sector Bond ETF position peaked at $211K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.