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1620 Investment Advisors’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

1620 Investment Advisors’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$669K Buy
13,267
+290
+2% +$14.7K 0.41% 68
2026
Q1 		$654K Buy
12,977
+842
+7% +$42.9K 0.44% 65
2025
Q4 		$624K Buy
12,135
+905
+8% +$46.6K 0.42% 71
2025
Q3 		$578K Buy
11,230
+818
+8% +$42.2K 0.39% 77
2025
Q2 		$535K Buy
+10,412
New +$531K 0.38% 77

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM

1620 Investment Advisors's TFLR Position: Q2 2026 in Review

1620 Investment Advisors increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 2.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 13,267 shares worth $669K. The position accounts for 0.41% of the portfolio, ranked #68.

1620 Investment Advisors first reported a position in TFLR in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • 1620 Investment Advisors held 13,267 shares of T. Rowe Price Floating Rate ETF worth $669K as of Q2 2026.
  • 1620 Investment Advisors bought 290 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $14.7K.
  • T. Rowe Price Floating Rate ETF made up 0.41% of 1620 Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • 1620 Investment Advisors first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.