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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
Q2 		$574K Sell
25,028
-9,297
-27% -$213K 0.14% 105
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 $3.94B AUM 18.64% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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

Wealth Management Partners's NFLT Position: Q2 2026 in Review

Wealth Management Partners reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 27% in Q2 2026, selling an estimated $213K and leaving 25,028 shares worth $574K. The position accounts for 0.14% of the portfolio, ranked #105.

Wealth Management Partners first reported a position in NFLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $781K in Q1 2026. 76 funds tracked by Wall St. Rank hold NFLT as of Q2 2026.

  • Wealth Management Partners held 25,028 shares of Virtus Newfleet Multi-Sector Bond ETF worth $574K as of Q2 2026.
  • Wealth Management Partners sold 9,297 Virtus Newfleet Multi-Sector Bond ETF shares in Q2 2026, an estimated $213K.
  • Virtus Newfleet Multi-Sector Bond ETF made up 0.14% of Wealth Management Partners's portfolio in Q2 2026, its #105 holding.
  • Wealth Management Partners first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Management Partners's Virtus Newfleet Multi-Sector Bond ETF position peaked at $781K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.