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

Atlas Financial 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
2024 Q4	$1.47M	Sell	57,811 -2,242	-4%	-$57.1K	2.3%	8
2024 Q3	$1.53M	Buy	60,053 +18,271	+44%	+$464K	2.42%	7
2024 Q2	$1.07M	Buy	41,782 +15,557	+59%	+$396K	1.76%	8
2024 Q1	$669K	Buy	26,225 +11,554	+79%	+$293K	1.04%	11
2023 Q4	$369K	Buy	+14,671	New	+$369K	0.6%	16

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Atlas Financial Advisors's FLTR Position: Q4 2024 in Review

Atlas Financial Advisors reduced its VanEck IG Floating Rate ETF (FLTR) stake by 3.7% in Q4 2024, selling an estimated $57.1K and leaving 57,811 shares worth $1.47M. The position accounts for 2.3% of the portfolio, ranked #8.

Atlas Financial Advisors first reported a position in FLTR in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.53M in Q3 2024. 216 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

Atlas Financial Advisors held 57,811 shares of VanEck IG Floating Rate ETF worth $1.47M as of Q4 2024.
Atlas Financial Advisors sold 2,242 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $57.1K.
VanEck IG Floating Rate ETF made up 2.3% of Atlas Financial Advisors's portfolio in Q4 2024, its #8 holding.
Atlas Financial Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2023 and has held it in 5 quarters since.
Atlas Financial Advisors's VanEck IG Floating Rate ETF position peaked at $1.53M in Q3 2024.
216 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.