BFWM
FLTR icon

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

Bright Futures 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
Q1 		$727K Sell
28,521
-101,711
-78% -$2.6M 0.5% 64
2025
Q4 		$3.32M Buy
130,232
+4,411
+4% +$112K 2.46% 4
2025
Q3 		$3.22M Buy
+125,821
New +$3.21M 2.51% 6
2025
Q1 		$2.9M Sell
114,479
-7,169
-6% -$183K 3.17% 2
2024
Q4 		$3.11M Buy
+121,648
New +$3.1M 2.76% 7

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return