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B. Riley Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-45,042
Closed -$1.15M – 1348
2024
Q4 		$1.15M Hold
45,042
– – 0.04% 413
2024
Q3 		$1.15M Hold
45,042
– – 0.03% 463
2024
Q2 		$1.15M Sell
45,042
-649
-1% -$16.5K 0.03% 490
2024
Q1 		$1.16M Buy
45,691
+649
+1% +$16.5K 0.03% 481
2023
Q4 		$1.13M Sell
45,042
-649
-1% -$16.3K 0.03% 490
2023
Q3 		$1.16M Buy
45,691
+423
+0.9% +$10.7K 0.03% 481
2023
Q2 		$1.14M Buy
45,268
+226
+0.5% +$5.67K 0.03% 518
2023
Q1 		$1.12M Sell
45,042
-910
-2% -$22.8K 0.03% 508
2022
Q4 		$1.14M Sell
45,952
-30,198
-40% -$749K 0.03% 493
2022
Q3 		$1.89M Buy
76,150
+997
+1% +$24.7K 0.06% 322
2022
Q2 		$1.85M Buy
75,153
+200
+0.3% +$4.99K 0.08% 262
2022
Q1 		$1.88M Sell
74,953
-28,688
-28% -$724K 0.06% 312
2021
Q4 		$2.62M Buy
+103,641
New +$2.62M 0.08% 281

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 28.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

B. Riley Wealth Advisors's FLTR Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2025, closing a stake of 45,042 shares — an estimated $1.15M sold.

B. Riley Wealth Advisors first reported a position in FLTR in Q4 2021 and held it in 13 quarters. The position peaked at $2.62M in Q4 2021. 231 funds tracked by Wall St. Rank hold FLTR as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 45,042 VanEck IG Floating Rate ETF shares in Q1 2025, an estimated $1.15M.
  • B. Riley Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's VanEck IG Floating Rate ETF position peaked at $2.62M in Q4 2021.
  • 231 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.