Stifel Financial
NFLT icon

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

Stifel Financial’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 		$22.5M Buy
980,405
+170,907
+21% +$3.92M 0.02% 642
2026
Q1 		$18.4M Buy
809,498
+195,068
+32% +$4.5M 0.02% 673
2025
Q4 		$14.2M Buy
614,430
+127,451
+26% +$2.94M 0.01% 789
2025
Q3 		$11.2M Buy
486,979
+49,363
+11% +$1.13M 0.01% 890
2025
Q2 		$9.99M Buy
437,616
+48,685
+13% +$1.09M 0.01% 880
2025
Q1 		$8.78M Buy
388,931
+337,727
+660% +$7.63M 0.01% 891
2024
Q4 		$1.15M Buy
51,204
+11,037
+27% +$251K ﹤0.01% 2164
2024
Q3 		$926K Buy
40,167
+7,556
+23% +$172K ﹤0.01% 2282
2024
Q2 		$728K Buy
32,611
+12,608
+63% +$281K ﹤0.01% 2380
2024
Q1 		$449K Buy
+20,003
New +$448K ﹤0.01% 2680
2018
Q4 		– Sell
-8,770
Closed -$212K – 2765
2018
Q3 		$212K Hold
8,770
– – ﹤0.01% 2553
2018
Q2 		$212K Buy
+8,770
New +$214K ﹤0.01% 2522

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial's NFLT Position: Q2 2026 in Review

Stifel Financial increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 21% in Q2 2026, buying an estimated $3.92M and bringing the position to 980,405 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #642.

Stifel Financial first reported a position in NFLT in Q2 2018 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Stifel Financial held 980,405 shares of Virtus Newfleet Multi-Sector Bond ETF worth $22.5M as of Q2 2026.
  • Stifel Financial bought 170,907 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $3.92M.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #642 holding.
  • Stifel Financial first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2018 and has held it in 12 quarters since.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.