Demars Financial Group
FLTR icon

Demars Financial Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Demars Financial Group’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
Q3 		$18.4M Buy
717,093
+57,087
+9% +$1.46M 4.8% 5
2026
Q2 		$16.9M Buy
660,006
+83,576
+14% +$2.13M 4.68% 5
2026
Q1 		$14.7M Buy
576,430
+54,717
+10% +$1.4M 4.84% 6
2025
Q4 		$13.3M Buy
521,713
+14,081
+3% +$359K 4.45% 6
2025
Q3 		$13M Sell
507,632
-6,769
-1% -$173K 4.5% 6
2025
Q2 		$13.1M Buy
514,401
+23,191
+5% +$588K 5.04% 6
2025
Q1 		$12.6M Buy
491,210
+278,662
+131% +$7.11M 5.32% 5
2024
Q4 		$5.41M Sell
212,548
-11,225
-5% -$286K 2.37% 8
2024
Q3 		$5.7M Sell
223,773
-291,577
-57% -$7.41M 2.6% 10
2024
Q2 		$13.1M Sell
515,350
-12,083
-2% -$307K 6.3% 5
2024
Q1 		$13.5M Sell
527,433
-65,967
-11% -$1.67M 6.63% 5
2023
Q4 		$14.9M Buy
593,400
+8,828
+2% +$222K 7.98% 3
2023
Q3 		$14.8M Buy
584,572
+26,107
+5% +$659K 8.46% 2
2023
Q2 		$14.1M Sell
558,465
-15,242
-3% -$382K 7.83% 2
2023
Q1 		$14.3M Buy
573,707
+50,711
+10% +$1.27M 7.89% 2
2022
Q4 		$13M Buy
522,996
+69,644
+15% +$1.73M 7.18% 2
2022
Q3 		$11.3M Buy
453,352
+24,945
+6% +$619K 6.69% 2
2022
Q2 		$10.6M Buy
428,407
+160,252
+60% +$4M 6.02% 3
2022
Q1 		$6.73M Buy
268,155
+105,151
+65% +$2.65M 3.39% 4
2021
Q4 		$4.12M Buy
163,004
+8,214
+5% +$208K 2.18% 14
2021
Q3 		$3.93M Buy
154,790
+39,873
+35% +$1.01M 2.32% 13
2021
Q2 		$2.92M Buy
114,917
+13,739
+14% +$348K 1.76% 20
2021
Q1 		$2.57M Buy
101,178
+95
+0.1% +$2.41K 1.73% 21
2020
Q4 		$2.56M Sell
101,083
-410
-0.4% -$10.4K 1.81% 20
2020
Q3 		$2.56M Sell
101,493
-10
-0% -$252 1.95% 17
2020
Q2 		$2.54M Sell
101,503
-2,807
-3% -$69.2K 2.11% 15
2020
Q1 		$2.46M Sell
104,310
-1,965
-2% -$48.6K 2.57% 12
2019
Q4 		$2.69M Buy
+106,275
New +$2.69M 2.43% 13

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Fusion Capital
Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Deseret Mutual Benefit Administrators
Deseret Mutual Benefit Administrators Salt Lake City, Utah $289M AUM 30.01% 1-Year Est. Return

Demars Financial Group's FLTR Position: Q3 2026 in Review

Demars Financial Group increased its VanEck IG Floating Rate ETF (FLTR) stake by 8.6% in Q3 2026, buying an estimated $1.46M and bringing the position to 717,093 shares worth $18.4M. The position accounts for 4.8% of the portfolio, ranked #5.

Demars Financial Group first reported a position in FLTR in Q4 2019 and has held it in 28 quarters since. 179 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

  • Demars Financial Group held 717,093 shares of VanEck IG Floating Rate ETF worth $18.4M as of Q3 2026.
  • Demars Financial Group bought 57,087 VanEck IG Floating Rate ETF shares in Q3 2026, an estimated $1.46M.
  • VanEck IG Floating Rate ETF made up 4.8% of Demars Financial Group's portfolio in Q3 2026, its #5 holding.
  • Demars Financial Group first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and has held it in 28 quarters since.
  • 179 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.