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

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

Historical chart of Kingswood 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 137k 22.75

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood 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
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Peak Financial Management
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Royal Bank of Canada
Benjamin Edwards
Maridea Wealth Management
Comprehensive Portfolio Management
Fifth Third Securities

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