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
2025-09-30 $1.3M 56k 23.07
2025-06-30 $913k 40k 22.83
2025-03-31 $632k 28k 22.57
2024-12-31 $213k 9.5k 22.41
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)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

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
LPL Financial
Raymond James Financial
Elwood & Goetz Wealth Advisory Group
Stifel Financial
Peak Financial Management
Advisor Group Holdings
Cambridge Investment Research Advisors
Envestnet Asset Management
Commonwealth Equity Services
Maridea Wealth Management
Bleakley Financial Group
Fifth Third Securities
D.A. Davidson & Co.

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