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Clarity Retirement & Wealth’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Clarity Retirement & Wealth’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
Q2 		$4.3M Buy
85,235
+10,223
+14% +$519K 2.96% 9
2026
Q1 		$3.78M Buy
75,012
+4,191
+6% +$214K 3.05% 9
2025
Q4 		$3.64M Buy
+70,821
New +$3.64M 3.2% 9

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Clarity Retirement & Wealth's TFLR Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 14% in Q2 2026, buying an estimated $519K and bringing the position to 85,235 shares worth $4.3M. The position accounts for 2.96% of the portfolio, ranked #9.

Clarity Retirement & Wealth first reported a position in TFLR in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Clarity Retirement & Wealth held 85,235 shares of T. Rowe Price Floating Rate ETF worth $4.3M as of Q2 2026.
  • Clarity Retirement & Wealth bought 10,223 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $519K.
  • T. Rowe Price Floating Rate ETF made up 2.96% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #9 holding.
  • Clarity Retirement & Wealth first reported a position in T. Rowe Price Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.