Steward Partners Investment Advisory’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Steward Partners Investment Advisory’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	$864K	Sell	37,634 -2,842	-7%	-$65.3K	﹤0.01%	1383
2026 Q1	$921K	Buy	40,476 +5,703	+16%	+$132K	﹤0.01%	1202
2025 Q4	$801K	Buy	34,773 +30,584	+730%	+$707K	﹤0.01%	1181
2025 Q3	$96.6K	Sell	4,189 -2,189	-34%	-$50.2K	﹤0.01%	2252
2025 Q2	$146K	Buy	6,378 +10	+0.2%	+$225	﹤0.01%	1907
2025 Q1	$144K	Buy	6,368 +1,328	+26%	+$30K	﹤0.01%	1810
2024 Q4	$113K	Buy	+5,040	New	+$115K	﹤0.01%	1915

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Steward Partners Investment Advisory's NFLT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 7% in Q2 2026, selling an estimated $65.3K and leaving 37,634 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Steward Partners Investment Advisory first reported a position in NFLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q1 2026. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Steward Partners Investment Advisory held 37,634 shares of Virtus Newfleet Multi-Sector Bond ETF worth $864K as of Q2 2026.
Steward Partners Investment Advisory sold 2,842 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $65.3K.
Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1383 holding.
Steward Partners Investment Advisory first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Virtus Newfleet Multi-Sector Bond ETF position peaked at $921K in Q1 2026.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.