FGC
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Financial Gravity Companies’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$740 Buy
+29
New +$736 ﹤0.01% 830
2018
Q4 		$67K Buy
+2,682
New +$67.2K 0.06% 258
2018
Q1 		$92K Sell
3,624
-268
-7% -$6.79K 0.09% 202
2017
Q4 		$99K Buy
+3,892
New +$98.3K 0.11% 176

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's FLTR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2025: 29 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLTR as recently as Q4 2018.

Financial Gravity Companies first reported a position in FLTR in Q4 2017 and has held it in 4 quarters since. The position peaked at $99K in Q4 2017. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Financial Gravity Companies held 29 shares of VanEck IG Floating Rate ETF worth $740 as of Q2 2025.
  • VanEck IG Floating Rate ETF was a new Financial Gravity Companies position in Q2 2025.
  • VanEck IG Floating Rate ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #830 holding.
  • Financial Gravity Companies first reported a position in VanEck IG Floating Rate ETF in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's VanEck IG Floating Rate ETF position peaked at $99K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.