Cascade Investment Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Cascade Investment Group’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 Q3	$1.08M	Buy	+42,100	New	+$1.08M	0.6%	45

Other funds holding FLTR

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Cascade Investment Group's FLTR Position: Q3 2026 in Review

Cascade Investment Group opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q3 2026: 42,100 shares worth $1.08M. The stake represents 0.6% of the portfolio and ranks #45 among its holdings.

26 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

Cascade Investment Group held 42,100 shares of VanEck IG Floating Rate ETF worth $1.08M as of Q3 2026.
VanEck IG Floating Rate ETF was a new Cascade Investment Group position in Q3 2026.
VanEck IG Floating Rate ETF made up 0.6% of Cascade Investment Group's portfolio in Q3 2026, its #45 holding.
26 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.