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Sowell Financial Services’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-8
Closed – – 1943
2021
Q1 		$0 Hold
8
– – ﹤0.01% 3232
2020
Q4 		$0 Hold
8
– – ﹤0.01% 2802
2020
Q3 		$0 Hold
8
– – ﹤0.01% 2655
2020
Q2 		$0 Buy
+8
New +$187 ﹤0.01% 2591

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Sowell Financial Services's NFLT Position: Q2 2021 in Review

Sowell Financial Services sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q2 2021, closing a stake of 8 shares.

Sowell Financial Services first reported a position in NFLT in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 15 funds tracked by Wall St. Rank hold NFLT as of Q2 2021.

  • Sowell Financial Services reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2021.
  • Sowell Financial Services first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Virtus Newfleet Multi-Sector Bond ETF position peaked at $0 in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.