VestGen Advisors’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

VestGen Advisors’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	$969K	Buy	+42,117	New	+$971K	0.03%	473

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

VestGen Advisors's NFLT Position: Q1 2026 in Review

VestGen Advisors opened a new position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2026: 42,117 shares worth $969K. The stake represents 0.03% of the portfolio and ranks #473 among its holdings.

75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

VestGen Advisors held 42,117 shares of Virtus Newfleet Multi-Sector Bond ETF worth $969K as of Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF was a new VestGen Advisors position in Q1 2026.
Virtus Newfleet Multi-Sector Bond ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #473 holding.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.