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Triad Wealth Partners’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-750
Closed -$16.7K – 599
2024
Q2 		$16.7K Buy
+750
New +$16.7K 0.01% 378

Other funds holding NFLT

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Triad Wealth Partners's NFLT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q3 2024, closing a stake of 750 shares — an estimated $16.7K sold.

Triad Wealth Partners first reported a position in NFLT in Q2 2024 and held it in 1 quarter. The position peaked at $16.7K in Q2 2024. 52 funds tracked by Wall St. Rank hold NFLT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 750 Virtus Newfleet Multi-Sector Bond ETF shares in Q3 2024, an estimated $16.7K.
  • Triad Wealth Partners first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Virtus Newfleet Multi-Sector Bond ETF position peaked at $16.7K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.