Advyzon Investment Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Advyzon Investment Management’s Portfolio TFLR Stock Details TFLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.2M	Buy	+63,455	New	+$3.23M	0.29%	81

Other funds holding TFLR

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Advyzon Investment Management's TFLR Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in T. Rowe Price Floating Rate ETF (TFLR) in Q1 2026: 63,455 shares worth $3.2M. The stake represents 0.29% of the portfolio and ranks #81 among its holdings.

101 funds tracked by Wall St. Rank hold TFLR as of Q1 2026.

Advyzon Investment Management held 63,455 shares of T. Rowe Price Floating Rate ETF worth $3.2M as of Q1 2026.
T. Rowe Price Floating Rate ETF was a new Advyzon Investment Management position in Q1 2026.
T. Rowe Price Floating Rate ETF made up 0.29% of Advyzon Investment Management's portfolio in Q1 2026, its #81 holding.
101 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.