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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
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 $3.23B 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

Steward Partners Investment Advisory's NFLT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 16% in Q1 2026, buying an estimated $132K and bringing the position to 40,476 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Steward Partners Investment Advisory first reported a position in NFLT in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Steward Partners Investment Advisory held 40,476 shares of Virtus Newfleet Multi-Sector Bond ETF worth $921K as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,703 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $132K.
  • Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1202 holding.
  • Steward Partners Investment Advisory first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.