CPC
FLTR icon

Consolidated Planning Corp’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Consolidated Planning Corp’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
2026
Q1 		– Sell
-169,670
Closed -$4.32M – 161
2025
Q4 		$4.32M Buy
169,670
+2,188
+1% +$55.8K 0.44% 69
2025
Q3 		$4.28M Buy
167,482
+3,609
+2% +$92K 0.45% 74
2025
Q2 		$4.18M Sell
163,873
-19,419
-11% -$493K 0.52% 68
2025
Q1 		$4.68M Buy
183,292
+5,169
+3% +$132K 0.64% 51
2024
Q4 		$4.53M Buy
+178,123
New +$4.53M 0.62% 55

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Consolidated Planning Corp's FLTR Position: Q1 2026 in Review

Consolidated Planning Corp sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2026, closing a stake of 169,670 shares — an estimated $4.32M sold.

Consolidated Planning Corp first reported a position in FLTR in Q4 2024 and held it in 5 quarters. The position peaked at $4.68M in Q1 2025. 251 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

  • Consolidated Planning Corp reported no remaining VanEck IG Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 169,670 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $4.32M.
  • Consolidated Planning Corp first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 5 quarters.
  • Consolidated Planning Corp's VanEck IG Floating Rate ETF position peaked at $4.68M in Q1 2025.
  • 251 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.