EWA
FLTR icon

EverSource Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

EverSource Wealth Advisors’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 		$1.84M Buy
72,025
+71,010
+6,996% +$1.81M 0.06% 234
2026
Q1 		$25.9K Buy
1,015
+516
+103% +$13.2K ﹤0.01% 2341
2025
Q4 		$12.7K Buy
499
+8
+2% +$204 ﹤0.01% 2684
2025
Q3 		$12.6K Buy
491
+6
+1% +$153 ﹤0.01% 2688
2025
Q2 		$12.4K Buy
485
+6
+1% +$152 ﹤0.01% 2667
2025
Q1 		$12.2K Sell
479
-119
-20% -$3.04K ﹤0.01% 1992
2024
Q4 		$15.2K Buy
598
+10
+2% +$255 ﹤0.01% 1776
2024
Q3 		$15K Buy
588
+5
+0.9% +$127 ﹤0.01% 1643
2024
Q2 		$14.9K Buy
583
+7
+1% +$178 ﹤0.01% 1660
2024
Q1 		$14.7K Buy
576
+10
+2% +$254 ﹤0.01% 1510
2023
Q4 		$14.2K Sell
566
-527
-48% -$13.3K ﹤0.01% 1405
2023
Q3 		$27.6K Sell
1,093
-2,223
-67% -$56.1K ﹤0.01% 1013
2023
Q2 		$83.7K Sell
3,316
-937
-22% -$23.5K 0.01% 644
2023
Q1 		$106K Buy
4,253
+1,027
+32% +$25.8K 0.01% 529
2022
Q4 		$80.3K Buy
3,226
+1,244
+63% +$30.9K 0.01% 581
2022
Q3 		$49K Hold
1,982
– – 0.01% 640
2022
Q2 		$49K Buy
1,982
+115
+6% +$2.87K 0.01% 635
2022
Q1 		$47K Buy
1,867
+158
+9% +$3.98K 0.01% 479
2021
Q4 		$43K Buy
+1,709
New +$43.3K 0.01% 453

Other funds holding FLTR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

EverSource Wealth Advisors's FLTR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its VanEck IG Floating Rate ETF (FLTR) stake by 6,996% in Q2 2026, buying an estimated $1.81M and bringing the position to 72,025 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #234.

EverSource Wealth Advisors first reported a position in FLTR in Q4 2021 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • EverSource Wealth Advisors held 72,025 shares of VanEck IG Floating Rate ETF worth $1.84M as of Q2 2026.
  • EverSource Wealth Advisors bought 71,010 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $1.81M.
  • VanEck IG Floating Rate ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • EverSource Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2021 and has held it in 19 quarters since.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.