AI
FLTR icon

Atria Investments’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Atria Investments’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
2026
Q2 		$1.04M Buy
40,575
+1,240
+3% +$31.6K 0.01% 1094
2026
Q1 		$1M Buy
39,335
+13,942
+55% +$356K 0.01% 1052
2025
Q4 		$647K Buy
25,393
+28
+0.1% +$714 0.01% 1300
2025
Q3 		$649K Sell
25,365
-121,645
-83% -$3.1M 0.01% 1282
2025
Q2 		$3.75M Sell
147,010
-509,095
-78% -$12.9M 0.04% 487
2025
Q1 		$16.8M Buy
656,105
+647,199
+7,267% +$16.5M 0.21% 90
2024
Q4 		$227K Sell
8,906
-273,147
-97% -$6.95M ﹤0.01% 1727
2024
Q3 		$7.18M Sell
282,053
-40,037
-12% -$1.02M 0.09% 256
2024
Q2 		$8.22M Buy
+322,090
New +$8.19M 0.11% 212
2020
Q2 		– Sell
-17,784
Closed -$420K – 619
2020
Q1 		$420K Buy
17,784
+6,111
+52% +$151K 0.03% 387
2019
Q4 		$295K Buy
11,673
+1,882
+19% +$47.6K 0.01% 981
2019
Q3 		$247K Sell
9,791
-237
-2% -$5.97K 0.01% 780
2019
Q2 		$253K Buy
+10,028
New +$253K 0.01% 805

Other funds holding FLTR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Atria Investments's FLTR Position: Q2 2026 in Review

Atria Investments increased its VanEck IG Floating Rate ETF (FLTR) stake by 3.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 40,575 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1094.

Atria Investments first reported a position in FLTR in Q2 2019 and has held it in 13 quarters since. The position peaked at $16.8M in Q1 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Atria Investments held 40,575 shares of VanEck IG Floating Rate ETF worth $1.04M as of Q2 2026.
  • Atria Investments bought 1,240 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $31.6K.
  • VanEck IG Floating Rate ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1094 holding.
  • Atria Investments first reported a position in VanEck IG Floating Rate ETF in Q2 2019 and has held it in 13 quarters since.
  • Atria Investments's VanEck IG Floating Rate ETF position peaked at $16.8M in Q1 2025.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.