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 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 $3.23B AUM 15.3% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Total Clarity Wealth Management's NFLT Position: Q1 2026 in Review

Total Clarity Wealth Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 19% in Q1 2026, buying an estimated $322K and bringing the position to 89,127 shares worth $2.03M. The position accounts for 0.48% of the portfolio, ranked #58.

Total Clarity Wealth Management first reported a position in NFLT in Q3 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Total Clarity Wealth Management held 89,127 shares of Virtus Newfleet Multi-Sector Bond ETF worth $2.03M as of Q1 2026.
Total Clarity Wealth Management bought 13,979 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $322K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.48% of Total Clarity Wealth Management's portfolio in Q1 2026, its #58 holding.
Total Clarity Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2024 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.