Acorn Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Acorn Wealth Advisors’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	$249K	Sell	9,713 -335	-3%	-$8.55K	0.06%	265
2026 Q1	$256K	Sell	10,048 -99	-1%	-$2.53K	0.07%	227
2025 Q4	$259K	Sell	10,147 -1,048	-9%	-$26.7K	0.08%	233
2025 Q3	$286K	Buy	11,195 +853	+8%	+$21.8K	0.09%	214
2025 Q2	$264K	Sell	10,342 -1,721	-14%	-$43.7K	0.1%	201
2025 Q1	$308K	Sell	12,063 -99	-0.8%	-$2.53K	0.13%	163
2024 Q4	$310K	Sell	12,162 -45	-0.4%	-$1.15K	0.13%	161
2024 Q3	$311K	Buy	12,207 +1,396	+13%	+$35.5K	0.13%	162
2024 Q2	$276K	Buy	10,811 +2,141	+25%	+$54.5K	0.14%	155
2024 Q1	$221K	Buy	+8,670	New	+$220K	0.12%	185

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Acorn Wealth Advisors's FLTR Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its VanEck IG Floating Rate ETF (FLTR) stake by 3.3% in Q2 2026, selling an estimated $8.55K and leaving 9,713 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #265.

Acorn Wealth Advisors first reported a position in FLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $311K in Q3 2024. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Acorn Wealth Advisors held 9,713 shares of VanEck IG Floating Rate ETF worth $249K as of Q2 2026.
Acorn Wealth Advisors sold 335 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $8.55K.
VanEck IG Floating Rate ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Acorn Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2024 and has held it in 10 quarters since.
Acorn Wealth Advisors's VanEck IG Floating Rate ETF position peaked at $311K in Q3 2024.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.