EverSource Wealth Advisors »

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

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $100k 4.3k 23.06
2024-06-30 $97k 4.3k 22.60
2024-03-31 $2.1k 95 22.04

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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
WJ Wealth Management
Raymond James Financial Services Advisors
Advisory Resource Group
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