Ameritas Advisory Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Ameritas Advisory 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
2025 Q4	–	Sell	-1,500	Closed	-$38.4K	–	1342
2025 Q3	$38.4K	Buy	+1,500	New	+$38.3K	﹤0.01%	1184
2025 Q1	–	Sell	-7,996	Closed	-$204K	–	877
2024 Q4	$204K	Sell	7,996 -2,716	-25%	-$69.1K	0.01%	837
2024 Q3	$273K	Buy	10,712 +228	+2%	+$5.79K	0.01%	712
2024 Q2	$267K	Sell	10,484 -3,518	-25%	-$89.5K	0.01%	760
2024 Q1	$357K	Sell	14,002 -1,909	-12%	-$48.4K	0.01%	656
2023 Q4	$400K	Sell	15,911 -21,773	-58%	-$548K	0.02%	477
2023 Q3	$953K	Buy	+37,684	New	+$951K	0.05%	351
2023 Q2	–	Sell	-20,023	Closed	-$501K	–	1243
2023 Q1	$501K	Sell	20,023 -6,005	-23%	-$151K	0.03%	476
2022 Q4	$648K	Sell	26,028 -9,322	-26%	-$231K	0.03%	463
2022 Q3	$878K	Sell	35,350 -1,290	-4%	-$32K	0.05%	307
2022 Q2	$904K	Buy	36,640 +894	+3%	+$22.3K	0.05%	307
2022 Q1	$897K	Buy	35,746 +7,403	+26%	+$187K	0.03%	355
2021 Q4	$716K	Buy	+28,343	New	+$718K	0.03%	406

Other funds holding FLTR

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ameritas Advisory Services's FLTR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2025, closing a stake of 1,500 shares — an estimated $38.4K sold.

Ameritas Advisory Services first reported a position in FLTR in Q4 2021 and held it in 13 quarters. The position peaked at $953K in Q3 2023. 240 funds tracked by Wall St. Rank hold FLTR as of Q4 2025.

Ameritas Advisory Services reported no remaining VanEck IG Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,500 VanEck IG Floating Rate ETF shares in Q4 2025, an estimated $38.4K.
Ameritas Advisory Services first reported a position in VanEck IG Floating Rate ETF in Q4 2021 and held it in 13 quarters.
Ameritas Advisory Services's VanEck IG Floating Rate ETF position peaked at $953K in Q3 2023.
240 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.