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

Columbia Advisory 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
2022
Q1 		– Sell
-14,573
Closed -$368K – 57
2021
Q4 		$368K Buy
+14,573
New +$369K 0.37% 21

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Columbia Advisory Partners's FLTR Position: Q1 2022 in Review

Columbia Advisory Partners sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2022, closing a stake of 14,573 shares — an estimated $368K sold.

Columbia Advisory Partners first reported a position in FLTR in Q4 2021 and held it in 1 quarter. The position peaked at $368K in Q4 2021. 150 funds tracked by Wall St. Rank hold FLTR as of Q1 2022.

  • Columbia Advisory Partners reported no remaining VanEck IG Floating Rate ETF position as of Q1 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 14,573 VanEck IG Floating Rate ETF shares in Q1 2022, an estimated $368K.
  • Columbia Advisory Partners first reported a position in VanEck IG Floating Rate ETF in Q4 2021 and held it in 1 quarter.
  • Columbia Advisory Partners's VanEck IG Floating Rate ETF position peaked at $368K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2022.

Based on Columbia Advisory Partners's 13F filing for Q1 2022, filed 29 Apr 2022.