CFD
FLTR icon

Creative Financial Designs’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Creative Financial Designs’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
2025
Q4 		– Sell
-1,230
Closed -$31.5K – 2100
2025
Q3 		$31.5K Hold
1,230
– – ﹤0.01% 1012
2025
Q2 		$31.4K Sell
1,230
-621
-34% -$15.8K ﹤0.01% 1007
2025
Q1 		$47.3K Hold
1,851
– – ﹤0.01% 841
2024
Q4 		$47.1K Hold
1,851
– – ﹤0.01% 806
2024
Q3 		$47.1K Sell
1,851
-4,037
-69% -$103K ﹤0.01% 785
2024
Q2 		$150K Buy
5,888
+61
+1% +$1.55K 0.01% 496
2024
Q1 		$149K Buy
5,827
+3,976
+215% +$101K 0.01% 490
2023
Q4 		$46.6K Hold
1,851
– – ﹤0.01% 700
2023
Q3 		$46.8K Hold
1,851
– – 0.01% 649
2023
Q2 		$46.7K Hold
1,851
– – 0.01% 653
2023
Q1 		$46.2K Hold
1,851
– – 0.01% 619
2022
Q4 		$46.1K Sell
1,851
-3,317
-64% -$82.3K 0.01% 589
2022
Q3 		$128K Hold
5,168
– – 0.02% 379
2022
Q2 		$128K Sell
5,168
-427
-8% -$10.7K 0.02% 381
2022
Q1 		$140K Hold
5,595
– – 0.02% 374
2021
Q4 		$141K Sell
5,595
-420
-7% -$10.6K 0.02% 370
2021
Q3 		$153K Hold
6,015
– – 0.03% 361
2021
Q2 		$153K Sell
6,015
-474
-7% -$12K 0.03% 350
2021
Q1 		$165K Hold
6,489
– – 0.03% 309
2020
Q4 		$164K Hold
6,489
– – 0.04% 288
2020
Q3 		$164K Hold
6,489
– – 0.04% 261
2020
Q2 		$162K Hold
6,489
– – 0.05% 222
2020
Q1 		$153K Hold
6,489
– – 0.08% 145
2019
Q4 		$164K Hold
6,489
– – 0.07% 165
2019
Q3 		$164K Hold
6,489
– – 0.09% 152
2019
Q2 		$163K Hold
6,489
– – 0.09% 147
2019
Q1 		$163K Buy
+6,489
New +$162K 0.1% 136
2017
Q3 		– Sell
-16
Closed – – 765
2017
Q2 		$0 Hold
16
– – ﹤0.01% 782
2017
Q1 		$0 Buy
+16
New +$402 ﹤0.01% 770

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Creative Financial Designs's FLTR Position: Q4 2025 in Review

Creative Financial Designs sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2025, closing a stake of 1,230 shares — an estimated $31.5K sold.

Creative Financial Designs first reported a position in FLTR in Q1 2017 and held it in 29 quarters. The position peaked at $165K in Q1 2021. 242 funds tracked by Wall St. Rank hold FLTR as of Q4 2025.

  • Creative Financial Designs reported no remaining VanEck IG Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1,230 VanEck IG Floating Rate ETF shares in Q4 2025, an estimated $31.5K.
  • Creative Financial Designs first reported a position in VanEck IG Floating Rate ETF in Q1 2017 and held it in 29 quarters.
  • Creative Financial Designs's VanEck IG Floating Rate ETF position peaked at $165K in Q1 2021.
  • 242 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.