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 Q2	$774K	Buy	30,222 +1,701	+6%	+$43.4K	0.5%	72
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

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

Bright Futures Wealth Management's FLTR Position: Q2 2026 in Review

Bright Futures Wealth Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 6% in Q2 2026, buying an estimated $43.4K and bringing the position to 30,222 shares worth $774K. The position accounts for 0.5% of the portfolio, ranked #72.

Bright Futures Wealth Management first reported a position in FLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.32M in Q4 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Bright Futures Wealth Management held 30,222 shares of VanEck IG Floating Rate ETF worth $774K as of Q2 2026.
Bright Futures Wealth Management bought 1,701 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $43.4K.
VanEck IG Floating Rate ETF made up 0.5% of Bright Futures Wealth Management's portfolio in Q2 2026, its #72 holding.
Bright Futures Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
Bright Futures Wealth Management's VanEck IG Floating Rate ETF position peaked at $3.32M in Q4 2025.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.