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

Summit 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 		$1.23M Buy
53,728
+1,260
+2% +$28.9K 0.01% 777
2026
Q1 		$1.19M Buy
52,468
+5,091
+11% +$117K 0.02% 714
2025
Q4 		$1.09M Buy
47,377
+28,524
+151% +$659K 0.02% 637
2025
Q3 		$435K Buy
+18,853
New +$432K 0.01% 925

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
Stifel Financial
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
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

Summit Financial's NFLT Position: Q2 2026 in Review

Summit Financial increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 2.4% in Q2 2026, buying an estimated $28.9K and bringing the position to 53,728 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #777.

Summit Financial first reported a position in NFLT in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Summit Financial held 53,728 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.23M as of Q2 2026.
  • Summit Financial bought 1,260 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $28.9K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #777 holding.
  • Summit Financial first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

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