BHWML
FLTR icon

Bellars Harris Wealth Management, LLC’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Bellars Harris Wealth Management, LLC’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76M Buy
+185,994
New +$4.74M 0.97% 51

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LBC
Lane Brothers & Co Prescott, Arizona $153M AUM
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's FLTR Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 185,994 shares worth $4.76M. The stake represents 0.97% of the portfolio and ranks #51 among its holdings.

150 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 185,994 shares of VanEck IG Floating Rate ETF worth $4.76M as of Q2 2026.
  • VanEck IG Floating Rate ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • VanEck IG Floating Rate ETF made up 0.97% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #51 holding.
  • 150 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.