Avior Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Avior Wealth Management’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	$422K	Buy	16,460 +1,011	+7%	+$25.8K	0.01%	559
2026 Q1	$394K	Buy	+15,449	New	+$394K	0.01%	599
2023 Q2	–	Sell	-4	Closed	-$99	–	1602
2023 Q1	$99	Hold	4	–	–	﹤0.01%	1589
2022 Q4	$99	Hold	4	–	–	﹤0.01%	1250
2022 Q3	$0	Buy	+4	New	+$99	﹤0.01%	1200

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Avior Wealth Management's FLTR Position: Q2 2026 in Review

Avior Wealth Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 6.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 16,460 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #559.

Avior Wealth Management first reported a position in FLTR in Q3 2022 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Avior Wealth Management held 16,460 shares of VanEck IG Floating Rate ETF worth $422K as of Q2 2026.
Avior Wealth Management bought 1,011 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $25.8K.
VanEck IG Floating Rate ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #559 holding.
Avior Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q3 2022 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.