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Darwin Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Darwin Wealth Management’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
2024
Q4 		– Sell
-662
Closed -$16.9K – 663
2024
Q3 		$16.9K Buy
+662
New +$16.8K ﹤0.01% 329
2020
Q3 		– Sell
-7,996
Closed -$200K – 161
2020
Q2 		$200K Sell
7,996
-21,274
-73% -$525K 0.05% 152
2020
Q1 		$690K Buy
29,270
+5,452
+23% +$135K 0.22% 74
2019
Q4 		$603K Sell
23,818
-59
-0.2% -$1.49K 0.16% 103
2019
Q3 		$603K Sell
23,877
-319
-1% -$8.04K 0.18% 95
2019
Q2 		$610K Buy
24,196
+1,542
+7% +$38.8K 0.19% 96
2019
Q1 		$570K Buy
22,654
+4,712
+26% +$118K 0.19% 95
2018
Q4 		$442K Sell
17,942
-61
-0.3% -$1.53K 0.31% 56
2018
Q3 		$456K Buy
18,003
+8,338
+86% +$211K 0.26% 68
2018
Q2 		$246K Buy
9,665
+1,147
+13% +$29K 0.16% 110
2018
Q1 		$216K Buy
8,518
+365
+4% +$9.24K 0.16% 117
2017
Q4 		$206K Buy
+8,153
New +$206K 0.09% 153

Other funds holding FLTR

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Darwin Wealth Management's FLTR Position: Q4 2024 in Review

Darwin Wealth Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2024, closing a stake of 662 shares — an estimated $16.9K sold.

Darwin Wealth Management first reported a position in FLTR in Q4 2017 and held it in 12 quarters. The position peaked at $690K in Q1 2020. 216 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

  • Darwin Wealth Management reported no remaining VanEck IG Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
  • Darwin Wealth Management sold 662 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $16.9K.
  • Darwin Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2017 and held it in 12 quarters.
  • Darwin Wealth Management's VanEck IG Floating Rate ETF position peaked at $690K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.