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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Destiny Wealth Partners's FLTR Position: Q1 2026 in Review

Destiny Wealth Partners increased its VanEck IG Floating Rate ETF (FLTR) stake by 3.7% in Q1 2026, buying an estimated $268K and bringing the position to 294,165 shares worth $7.5M. The position accounts for 0.82% of the portfolio, ranked #40.

Destiny Wealth Partners first reported a position in FLTR in Q2 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

Destiny Wealth Partners held 294,165 shares of VanEck IG Floating Rate ETF worth $7.5M as of Q1 2026.
Destiny Wealth Partners bought 10,485 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $268K.
VanEck IG Floating Rate ETF made up 0.82% of Destiny Wealth Partners's portfolio in Q1 2026, its #40 holding.
Destiny Wealth Partners first reported a position in VanEck IG Floating Rate ETF in Q2 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.