Simplicity Wealth
NFLT icon

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

Simplicity Wealth’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 		$7.31M Buy
+331,193
New +$7.52M 0.21% 111
2024
Q3 		– Sell
-61,593
Closed -$1.37M – 960
2024
Q2 		$1.37M Buy
61,593
+24,410
+66% +$544K 0.03% 436
2024
Q1 		$834K Buy
+37,183
New +$832K 0.02% 570

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
ARWA LLC
ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Bright Futures Wealth Management
Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

Simplicity Wealth's NFLT Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2026: 331,193 shares worth $7.31M. The stake represents 0.21% of the portfolio and ranks #111 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in NFLT as recently as Q2 2024.

Simplicity Wealth first reported a position in NFLT in Q1 2024 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold NFLT as of Q3 2026.

  • Simplicity Wealth held 331,193 shares of Virtus Newfleet Multi-Sector Bond ETF worth $7.31M as of Q3 2026.
  • Virtus Newfleet Multi-Sector Bond ETF was a new Simplicity Wealth position in Q3 2026.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.21% of Simplicity Wealth's portfolio in Q3 2026, its #111 holding.
  • Simplicity Wealth first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.