Clearview Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-920	Closed	-$23.2K	–	296
2023 Q2	$23.2K	Sell	920 -40	-4%	-$1K	0.02%	263
2023 Q1	$24K	Hold	960	–	–	0.02%	253
2022 Q4	$23.9K	Sell	960 -740	-44%	-$18.4K	0.02%	227
2022 Q3	$42K	Sell	1,700 -420	-20%	-$10.4K	0.03%	183
2022 Q2	$52K	Sell	2,120 -460	-18%	-$11.5K	0.04%	183
2022 Q1	$65K	Buy	+2,580	New	+$65.1K	0.04%	176

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Clearview Wealth Advisors's FLTR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2023, closing a stake of 920 shares — an estimated $23.2K sold.

Clearview Wealth Advisors first reported a position in FLTR in Q1 2022 and held it in 6 quarters. The position peaked at $65K in Q1 2022. 161 funds tracked by Wall St. Rank hold FLTR as of Q3 2023.

Clearview Wealth Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 920 VanEck IG Floating Rate ETF shares in Q3 2023, an estimated $23.2K.
Clearview Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2022 and held it in 6 quarters.
Clearview Wealth Advisors's VanEck IG Floating Rate ETF position peaked at $65K in Q1 2022.
161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.