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

Western Wealth Management’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	$364K	Sell	15,980 -1,396	-8%	-$32.2K	0.01%	731
2025 Q4	$400K	Sell	17,376 -4	-0%	-$92	0.02%	576
2025 Q3	$401K	Sell	17,380 -489	-3%	-$11.2K	0.02%	502
2025 Q2	$408K	Sell	17,869 -73	-0.4%	-$1.64K	0.02%	474
2025 Q1	$405K	Buy	17,942 +89	+0.5%	+$2.01K	0.03%	441
2024 Q4	$401K	Buy	17,853 +847	+5%	+$19.3K	0.03%	436
2024 Q3	$392K	Buy	+17,006	New	+$387K	0.02%	516

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

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

Western Wealth Management reduced its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 8% in Q1 2026, selling an estimated $32.2K and leaving 15,980 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #731.

Western Wealth Management first reported a position in NFLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $408K in Q2 2025. 75 funds tracked by Wall St. Rank hold NFLT as of Q1 2026.

Western Wealth Management held 15,980 shares of Virtus Newfleet Multi-Sector Bond ETF worth $364K as of Q1 2026.
Western Wealth Management sold 1,396 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2026, an estimated $32.2K.
Virtus Newfleet Multi-Sector Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #731 holding.
Western Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q3 2024 and has held it in 7 quarters since.
Western Wealth Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $408K in Q2 2025.
75 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.