Comprehensive Financial Consultants Institutional’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-110	Closed	-$3K	–	259
2021 Q4	$3K	Buy	+110	New	+$3.37K	﹤0.01%	411

Other funds holding FLRN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FLRN Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2022, closing a stake of 110 shares — an estimated $3K sold.

Comprehensive Financial Consultants Institutional first reported a position in FLRN in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 339 funds tracked by Wall St. Rank hold FLRN as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 110 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2022, an estimated $3K.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $3K in Q4 2021.
339 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.