Destiny Wealth Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Destiny Wealth Partners’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	$7.2M	Sell	280,947 -13,218	-4%	-$337K	1.02%	34
2026 Q1	$7.5M	Buy	294,165 +10,485	+4%	+$268K	0.82%	40
2025 Q4	$7.25M	Buy	283,680 +30,457	+12%	+$777K	0.83%	40
2025 Q3	$6.47M	Buy	253,223 +8,215	+3%	+$210K	0.79%	42
2025 Q2	$6.25M	Buy	245,008 +164,400	+204%	+$4.17M	0.84%	42
2025 Q1	$2.06M	Buy	80,608 +942	+1%	+$24K	0.33%	66
2024 Q4	$2.03M	Buy	79,666 +1,311	+2%	+$33.4K	0.33%	67
2024 Q3	$2M	Buy	78,355 +27,156	+53%	+$690K	0.35%	65
2024 Q2	$1.31M	Buy	+51,199	New	+$1.3M	0.23%	71

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

Destiny Wealth Partners's FLTR Position: Q2 2026 in Review

Destiny Wealth Partners reduced its VanEck IG Floating Rate ETF (FLTR) stake by 4.5% in Q2 2026, selling an estimated $337K and leaving 280,947 shares worth $7.2M. The position accounts for 1.02% of the portfolio, ranked #34.

Destiny Wealth Partners first reported a position in FLTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.5M in Q1 2026. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Destiny Wealth Partners held 280,947 shares of VanEck IG Floating Rate ETF worth $7.2M as of Q2 2026.
Destiny Wealth Partners sold 13,218 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $337K.
VanEck IG Floating Rate ETF made up 1.02% of Destiny Wealth Partners's portfolio in Q2 2026, its #34 holding.
Destiny Wealth Partners first reported a position in VanEck IG Floating Rate ETF in Q2 2024 and has held it in 9 quarters since.
Destiny Wealth Partners's VanEck IG Floating Rate ETF position peaked at $7.5M in Q1 2026.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.