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

Atria Wealth Solutions’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
Q2 		$758K Sell
29,769
-9,758
-25% -$248K 0.02% 748
2025
Q1 		$1.01M Buy
39,527
+10,646
+37% +$272K 0.01% 894
2024
Q4 		$735K Sell
28,881
-574
-2% -$14.6K 0.01% 1050
2024
Q3 		$750K Sell
29,455
-4,639
-14% -$118K 0.01% 1040
2024
Q2 		$870K Buy
34,094
+7,938
+30% +$202K 0.01% 953
2024
Q1 		$667K Sell
26,156
-10,099
-28% -$256K 0.01% 1110
2023
Q4 		$912K Sell
36,255
-23,951
-40% -$603K 0.01% 903
2023
Q3 		$1.52M Sell
60,206
-102,874
-63% -$2.6M 0.02% 650
2023
Q2 		$4.12M Buy
163,080
+4,724
+3% +$118K 0.06% 341
2023
Q1 		$3.95M Sell
158,356
-4,644
-3% -$116K 0.06% 322
2022
Q4 		$4.06M Buy
163,000
+20,165
+14% +$500K 0.07% 296
2022
Q3 		$3.55M Sell
142,835
-19,161
-12% -$476K 0.06% 308
2022
Q2 		$4M Buy
161,996
+15,743
+11% +$393K 0.08% 271
2022
Q1 		$3.67M Buy
+146,253
New +$3.69M 0.06% 311

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's FLTR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck IG Floating Rate ETF (FLTR) stake by 25% in Q2 2025, selling an estimated $248K and leaving 29,769 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #748.

Atria Wealth Solutions first reported a position in FLTR in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.12M in Q2 2023. 224 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Atria Wealth Solutions held 29,769 shares of VanEck IG Floating Rate ETF worth $758K as of Q2 2025.
  • Atria Wealth Solutions sold 9,758 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $248K.
  • VanEck IG Floating Rate ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #748 holding.
  • Atria Wealth Solutions first reported a position in VanEck IG Floating Rate ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's VanEck IG Floating Rate ETF position peaked at $4.12M in Q2 2023.
  • 224 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.