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

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