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TFLR icon

Dynamic Advisor Solutions’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Dynamic Advisor Solutions’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
22,402
+1,297
+6% +$65.8K 0.03% 460
2026
Q1 		$1.06M Buy
21,105
+3,319
+19% +$169K 0.03% 444
2025
Q4 		$914K Buy
17,786
+7,994
+82% +$411K 0.03% 478
2025
Q3 		$504K Buy
9,792
+1,986
+25% +$102K 0.01% 627
2025
Q2 		$401K Buy
+7,806
New +$398K 0.01% 656

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Dynamic Advisor Solutions's TFLR Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 6.1% in Q2 2026, buying an estimated $65.8K and bringing the position to 22,402 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #460.

Dynamic Advisor Solutions first reported a position in TFLR in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Dynamic Advisor Solutions held 22,402 shares of T. Rowe Price Floating Rate ETF worth $1.13M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,297 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $65.8K.
  • T. Rowe Price Floating Rate ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #460 holding.
  • Dynamic Advisor Solutions first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.