Cerity Partners
FLTR icon

Cerity Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Cerity Partners’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 		$255K Sell
9,944
-8,537
-46% -$218K ﹤0.01% 2907
2026
Q1 		$471K Buy
+18,481
New +$472K ﹤0.01% 2331
2024
Q2 		– Sell
-9,964
Closed -$254K – 2291
2024
Q1 		$254K Buy
+9,964
New +$253K ﹤0.01% 1966

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Cerity Partners's FLTR Position: Q2 2026 in Review

Cerity Partners reduced its VanEck IG Floating Rate ETF (FLTR) stake by 46% in Q2 2026, selling an estimated $218K and leaving 9,944 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Cerity Partners first reported a position in FLTR in Q1 2024 and has held it in 3 quarters since. The position peaked at $471K in Q1 2026. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Cerity Partners held 9,944 shares of VanEck IG Floating Rate ETF worth $255K as of Q2 2026.
  • Cerity Partners sold 8,537 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $218K.
  • VanEck IG Floating Rate ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2907 holding.
  • Cerity Partners first reported a position in VanEck IG Floating Rate ETF in Q1 2024 and has held it in 3 quarters since.
  • Cerity Partners's VanEck IG Floating Rate ETF position peaked at $471K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.