Advisornet Financial’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-1,081	Closed	-$27K	–	1952
2022 Q1	$27K	Buy	1,081 +500	+86%	+$12.6K	﹤0.01%	1156
2021 Q4	$15K	Hold	581	–	–	﹤0.01%	1368
2021 Q3	$15K	Hold	581	–	–	﹤0.01%	1333
2021 Q2	$15K	Buy	+581	New	+$14.7K	﹤0.01%	1317

Other funds holding FLTR

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

PWPS

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

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Advisornet Financial's FLTR Position: Q2 2022 in Review

Advisornet Financial sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2022, closing a stake of 1,081 shares — an estimated $27K sold.

Advisornet Financial first reported a position in FLTR in Q2 2021 and held it in 4 quarters. The position peaked at $27K in Q1 2022. 146 funds tracked by Wall St. Rank hold FLTR as of Q2 2022.

Advisornet Financial reported no remaining VanEck IG Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 1,081 VanEck IG Floating Rate ETF shares in Q2 2022, an estimated $27K.
Advisornet Financial first reported a position in VanEck IG Floating Rate ETF in Q2 2021 and held it in 4 quarters.
Advisornet Financial's VanEck IG Floating Rate ETF position peaked at $27K in Q1 2022.
146 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.