Ausdal Financial Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Ausdal Financial Partners’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 Q1	$316K	Sell	12,392 -3,822	-24%	-$97.5K	0.01%	756
2025 Q4	$413K	Buy	16,214 +925	+6%	+$23.6K	0.02%	625
2025 Q3	$391K	Buy	+15,289	New	+$390K	0.02%	635
2022 Q2	–	Sell	-473,460	Closed	-$11.9M	–	479
2022 Q1	$11.9M	Buy	+473,460	New	+$11.9M	1.62%	9
2021 Q4	–	Sell	-555,309	Closed	-$14.1M	–	498
2021 Q3	$14.1M	Sell	555,309 -12,640	-2%	-$321K	2.1%	4
2021 Q2	$14.4M	Buy	+567,949	New	+$14.4M	2.18%	2

Other funds holding FLTR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Ausdal Financial Partners's FLTR Position: Q1 2026 in Review

Ausdal Financial Partners reduced its VanEck IG Floating Rate ETF (FLTR) stake by 24% in Q1 2026, selling an estimated $97.5K and leaving 12,392 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #756.

Ausdal Financial Partners first reported a position in FLTR in Q2 2021 and has held it in 6 quarters since. The position peaked at $14.4M in Q2 2021. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

Ausdal Financial Partners held 12,392 shares of VanEck IG Floating Rate ETF worth $316K as of Q1 2026.
Ausdal Financial Partners sold 3,822 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $97.5K.
VanEck IG Floating Rate ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #756 holding.
Ausdal Financial Partners first reported a position in VanEck IG Floating Rate ETF in Q2 2021 and has held it in 6 quarters since.
Ausdal Financial Partners's VanEck IG Floating Rate ETF position peaked at $14.4M in Q2 2021.
248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.