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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
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 $3.23B 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 $436M AUM 21.5% 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

Summit Financial's NFLT Position: Q1 2026 in Review

Summit Financial increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 11% in Q1 2026, buying an estimated $117K and bringing the position to 52,468 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #714.

Summit Financial first reported a position in NFLT in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Summit Financial held 52,468 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.19M as of Q1 2026.
  • Summit Financial bought 5,091 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $117K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #714 holding.
  • Summit Financial first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.