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EverSource Wealth Advisors’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

EverSource Wealth Advisors’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 		$123K Hold
2,446
– – ﹤0.01% 1273
2026
Q1 		$123K Hold
2,446
– – ﹤0.01% 1308
2025
Q4 		$126K Buy
2,446
+20
+0.8% +$1.03K ﹤0.01% 1196
2025
Q3 		$125K Buy
2,426
+50
+2% +$2.58K ﹤0.01% 1160
2025
Q2 		$122K Buy
+2,376
New +$121K 0.01% 1088

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

EverSource Wealth Advisors held its T. Rowe Price Floating Rate ETF (TFLR) position steady in Q2 2026 at 2,446 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

EverSource Wealth Advisors first reported a position in TFLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $126K in Q4 2025. 113 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • EverSource Wealth Advisors held 2,446 shares of T. Rowe Price Floating Rate ETF worth $123K as of Q2 2026.
  • EverSource Wealth Advisors left its T. Rowe Price Floating Rate ETF share count unchanged in Q2 2026.
  • T. Rowe Price Floating Rate ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1273 holding.
  • EverSource Wealth Advisors first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's T. Rowe Price Floating Rate ETF position peaked at $126K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

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