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

Wealth Management Resources’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
2022 Q1	–	Sell	-13,927	Closed	-$350K	–	48
2021 Q4	$350K	Buy	+13,927	New	+$351K	0.23%	39

Other funds holding NFLT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFM

Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

Wealth Management Resources's NFLT Position: Q1 2022 in Review

Wealth Management Resources sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2022, closing a stake of 13,927 shares — an estimated $350K sold.

Wealth Management Resources first reported a position in NFLT in Q4 2021 and held it in 1 quarter. The position peaked at $350K in Q4 2021. 17 funds tracked by Wall St. Rank hold NFLT as of Q1 2022.

Wealth Management Resources reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealth Management Resources sold 13,927 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2022, an estimated $350K.
Wealth Management Resources first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2021 and held it in 1 quarter.
Wealth Management Resources's Virtus Newfleet Multi-Sector Bond ETF position peaked at $350K in Q4 2021.
17 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2022.

Based on Wealth Management Resources's 13F filing for Q1 2022, filed 20 Apr 2022.