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

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

Historical chart of WJ 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 WJ Wealth 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 310k 23.06

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ 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
Raymond James & Associates
WJ Wealth Management
Elwood & Goetz Wealth Advisory Group
LPL Financial
Raymond James Financial Services Advisors
Advisory Resource Group
PFG Advisors
Commonwealth Equity Services
D.A. Davidson & Co.
Fermata Advisors
Fifth Third Securities
Cambridge Investment Research Advisors

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