Total Clarity Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Total Clarity Wealth Management’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	$1.14M	Sell	49,793 -39,334	-44%	-$903K	0.22%	106
2026 Q1	$2.03M	Buy	89,127 +13,979	+19%	+$322K	0.48%	58
2025 Q4	$1.73M	Buy	75,148 +5,830	+8%	+$135K	0.42%	71
2025 Q3	$1.6M	Sell	69,318 -2,431	-3%	-$55.7K	0.42%	62
2025 Q2	$1.64M	Buy	71,749 +2,512	+4%	+$56.4K	0.47%	58
2025 Q1	$1.55M	Hold	69,237	–	–	0.51%	51
2024 Q4	$1.55M	Buy	69,237 +51,356	+287%	+$1.17M	0.51%	51
2024 Q3	$412K	Buy	+17,881	New	+$407K	0.13%	158

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

Total Clarity Wealth Management's NFLT Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 44% in Q2 2026, selling an estimated $903K and leaving 49,793 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #106.

Total Clarity Wealth Management first reported a position in NFLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q1 2026. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

Total Clarity Wealth Management held 49,793 shares of Virtus Newfleet Multi-Sector Bond ETF worth $1.14M as of Q2 2026.
Total Clarity Wealth Management sold 39,334 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $903K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.22% of Total Clarity Wealth Management's portfolio in Q2 2026, its #106 holding.
Total Clarity Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2024 and has held it in 8 quarters since.
Total Clarity Wealth Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $2.03M in Q1 2026.
76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.