Cetera Investment Advisers
TFLR icon

Cetera Investment Advisers’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Cetera Investment Advisers’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3M Buy
245,133
+25,100
+11% +$1.28M 0.01% 952
2025
Q4 		$11.3M Buy
220,033
+44,208
+25% +$2.27M 0.01% 952
2025
Q3 		$9.05M Buy
175,825
+47,196
+37% +$2.44M 0.01% 1050
2025
Q2 		$6.62M Buy
128,629
+48,842
+61% +$2.49M 0.01% 1024
2025
Q1 		$4.07M Buy
79,787
+75,121
+1,610% +$3.88M 0.01% 1247
2024
Q4 		$241K Buy
+4,666
New +$242K ﹤0.01% 3276

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return