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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.18M Sell
163,873
-19,419
-11% -$495K 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