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Apella Capital’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Apella Capital’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
Q4 		$297K Buy
+11,947
New +$297K 0.03% 194

Other funds holding FLTR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

Apella Capital's FLTR Position: Q4 2022 in Review

Apella Capital opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q4 2022: 11,947 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings.

161 funds tracked by Wall St. Rank hold FLTR as of Q4 2022.

  • Apella Capital held 11,947 shares of VanEck IG Floating Rate ETF worth $297K as of Q4 2022.
  • VanEck IG Floating Rate ETF was a new Apella Capital position in Q4 2022.
  • VanEck IG Floating Rate ETF made up 0.03% of Apella Capital's portfolio in Q4 2022, its #194 holding.
  • 161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2022.

Based on Apella Capital's 13F filing for Q4 2022, filed 10 Jan 2023.