Comprehensive Wealth Management »

Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf (NFLT) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $430k 19k 23.06
2024-06-30 $407k 18k 22.32
2022-06-30 $424k 19k 22.05
2022-03-31 $449k 19k 23.87

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)
Vaneck Etf Trust Preferred Securt (PFXF)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Futre Strat Fd (WTMF)
Microsoft Corporation (MSFT)
Proshares Tr Hd Replication (HDG)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Retail Etf (RTH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Ishares Msci Gbl Gold Mn (RING)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf

Retirement Planning Group
Atomi Financial Group
Strategic Planning Group
LPL Financial
Raymond James & Associates
Advisor Group Holdings
Elwood & Goetz Wealth Advisory Group
Advisory Resource Group
WJ Wealth Management
Raymond James Financial Services Advisors
PFG Advisors
Commonwealth Equity Services
Fifth Third Securities
Envestnet Asset Management
D.A. Davidson & Co.

View all funds holding Etfis Ser Tr I Virtus Newfleet Multi-sector Unconst Bd Etf