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

Aptus Capital Advisors’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
Q1 		– Sell
-104
Closed -$2.66K – 1455
2024
Q4 		$2.66K Buy
+104
New +$2.65K ﹤0.01% 1365
2019
Q2 		– Sell
-8,400
Closed -$211K – 344
2019
Q1 		$211K Buy
+8,400
New +$210K 0.04% 295

Other funds holding FLTR

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 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

Aptus Capital Advisors's FLTR Position: Q1 2025 in Review

Aptus Capital Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2025, closing a stake of 104 shares — an estimated $2.66K sold.

Aptus Capital Advisors first reported a position in FLTR in Q1 2019 and held it in 2 quarters. The position peaked at $211K in Q1 2019. 229 funds tracked by Wall St. Rank hold FLTR as of Q1 2025.

  • Aptus Capital Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 104 VanEck IG Floating Rate ETF shares in Q1 2025, an estimated $2.66K.
  • Aptus Capital Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2019 and held it in 2 quarters.
  • Aptus Capital Advisors's VanEck IG Floating Rate ETF position peaked at $211K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.