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

Creative Planning’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 Q2	$20.9M	Sell	817,993 -11,623	-1%	-$297K	0.01%	491
2026 Q1	$21.1M	Sell	829,616 -14,912	-2%	-$380K	0.01%	419
2025 Q4	$21.5M	Sell	844,528 -64,918	-7%	-$1.66M	0.02%	363
2025 Q3	$23.3M	Sell	909,446 -47,211	-5%	-$1.2M	0.02%	322
2025 Q2	$24.4M	Sell	956,657 -40,681	-4%	-$1.03M	0.02%	296
2025 Q1	$25.5M	Sell	997,338 -43,075	-4%	-$1.1M	0.02%	270
2024 Q4	$26.5M	Buy	+1,040,413	New	+$26.5M	0.03%	240
2017 Q2	–	Sell	-182	Closed	-$5K	–	4677
2017 Q1	$5K	Buy	+182	New	+$4.57K	﹤0.01%	3949

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Creative Planning's FLTR Position: Q2 2026 in Review

Creative Planning reduced its VanEck IG Floating Rate ETF (FLTR) stake by 1.4% in Q2 2026, selling an estimated $297K and leaving 817,993 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #491.

Creative Planning first reported a position in FLTR in Q1 2017 and has held it in 8 quarters since. The position peaked at $26.5M in Q4 2024. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Creative Planning held 817,993 shares of VanEck IG Floating Rate ETF worth $20.9M as of Q2 2026.
Creative Planning sold 11,623 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $297K.
VanEck IG Floating Rate ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #491 holding.
Creative Planning first reported a position in VanEck IG Floating Rate ETF in Q1 2017 and has held it in 8 quarters since.
Creative Planning's VanEck IG Floating Rate ETF position peaked at $26.5M in Q4 2024.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.