Benjamin Edwards Inc’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Benjamin Edwards Inc’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	$374K	Buy	14,594 +1,240	+9%	+$31.6K	﹤0.01%	1148
2026 Q1	$340K	Buy	13,354 +538	+4%	+$13.7K	﹤0.01%	1123
2025 Q4	$327K	Buy	12,816 +1,932	+18%	+$49.3K	﹤0.01%	1079
2025 Q3	$278K	Buy	10,884 +498	+5%	+$12.7K	﹤0.01%	1130
2025 Q2	$265K	Sell	10,386 -24	-0.2%	-$609	﹤0.01%	1033
2025 Q1	$266K	Buy	10,410 +2,507	+32%	+$64K	﹤0.01%	964
2024 Q4	$201K	Buy	+7,903	New	+$201K	﹤0.01%	1078

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

Benjamin Edwards Inc's FLTR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its VanEck IG Floating Rate ETF (FLTR) stake by 9.3% in Q2 2026, buying an estimated $31.6K and bringing the position to 14,594 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Benjamin Edwards Inc first reported a position in FLTR in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Benjamin Edwards Inc held 14,594 shares of VanEck IG Floating Rate ETF worth $374K as of Q2 2026.
Benjamin Edwards Inc bought 1,240 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $31.6K.
VanEck IG Floating Rate ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1148 holding.
Benjamin Edwards Inc first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.