Abich Financial Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$10.2K	Buy	+400	New	+$10.2K	﹤0.01%	464

Other funds holding FLTR

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's FLTR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q3 2025: 400 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

225 funds tracked by Wall St. Rank hold FLTR as of Q3 2025.

Abich Financial Wealth Management held 400 shares of VanEck IG Floating Rate ETF worth $10.2K as of Q3 2025.
VanEck IG Floating Rate ETF was a new Abich Financial Wealth Management position in Q3 2025.
VanEck IG Floating Rate ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #464 holding.
225 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.