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

Wealth Management 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
2026
Q1 		$781K Buy
34,325
+3,151
+10% +$72.7K 0.22% 82
2025
Q4 		$718K Buy
31,174
+744
+2% +$17.2K 0.21% 84
2025
Q3 		$702K Sell
30,430
-3,511
-10% -$80.5K 0.22% 78
2025
Q2 		$771K Buy
+33,941
New +$763K 0.27% 77

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 $394M AUM 17.76% 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

Wealth Management Partners's NFLT Position: Q1 2026 in Review

Wealth Management Partners increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 10% in Q1 2026, buying an estimated $72.7K and bringing the position to 34,325 shares worth $781K. The position accounts for 0.22% of the portfolio, ranked #82.

Wealth Management Partners first reported a position in NFLT in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

  • Wealth Management Partners held 34,325 shares of Virtus Newfleet Multi-Sector Bond ETF worth $781K as of Q1 2026.
  • Wealth Management Partners bought 3,151 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $72.7K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.22% of Wealth Management Partners's portfolio in Q1 2026, its #82 holding.
  • Wealth Management Partners first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

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