AWC
FLTR icon

Adamsbrown Wealth Consultants’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Adamsbrown Wealth Consultants’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 		– Sell
-19,141
Closed -$488K – 116
2025
Q2 		$488K Hold
19,141
– – 0.14% 52
2025
Q1 		$489K Hold
19,141
– – 0.15% 51
2024
Q4 		$487K Buy
+19,141
New +$487K 0.17% 50

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adamsbrown Wealth Consultants's FLTR Position: Q3 2025 in Review

Adamsbrown Wealth Consultants sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2025, closing a stake of 19,141 shares — an estimated $488K sold.

Adamsbrown Wealth Consultants first reported a position in FLTR in Q4 2024 and held it in 3 quarters. The position peaked at $489K in Q1 2025. 225 funds tracked by Wall St. Rank hold FLTR as of Q3 2025.

  • Adamsbrown Wealth Consultants reported no remaining VanEck IG Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 19,141 VanEck IG Floating Rate ETF shares in Q3 2025, an estimated $488K.
  • Adamsbrown Wealth Consultants first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 3 quarters.
  • Adamsbrown Wealth Consultants's VanEck IG Floating Rate ETF position peaked at $489K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2025.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2025, filed 3 Nov 2025.