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

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

Historical chart of Peak Financial 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 481k 23.07
2025-06-30 $6.9M 303k 22.83

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

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