AFS
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Access Financial Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Access Financial Services’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
2020
Q1 		– Sell
-19,380
Closed -$491K – 66
2019
Q4 		$491K Sell
19,380
-3,565
-16% -$90.1K 0.28% 60
2019
Q3 		$579K Buy
22,945
+4,935
+27% +$124K 0.41% 52
2019
Q2 		$454K Buy
+18,010
New +$454K 0.35% 56

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
ATFA
All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Access Financial Services's FLTR Position: Q1 2020 in Review

Access Financial Services sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2020, closing a stake of 19,380 shares — an estimated $491K sold.

Access Financial Services first reported a position in FLTR in Q2 2019 and held it in 3 quarters. The position peaked at $579K in Q3 2019. 90 funds tracked by Wall St. Rank hold FLTR as of Q1 2020.

  • Access Financial Services reported no remaining VanEck IG Floating Rate ETF position as of Q1 2020 after selling out during the quarter.
  • Access Financial Services sold 19,380 VanEck IG Floating Rate ETF shares in Q1 2020, an estimated $491K.
  • Access Financial Services first reported a position in VanEck IG Floating Rate ETF in Q2 2019 and held it in 3 quarters.
  • Access Financial Services's VanEck IG Floating Rate ETF position peaked at $579K in Q3 2019.
  • 90 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2020.

Based on Access Financial Services's 13F filing for Q1 2020, filed 16 Apr 2020.