Global Retirement Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Global Retirement 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 Q2	$2.69M	Buy	+105,021	New	+$2.68M	0.04%	398
2025 Q4	$2.16M	Buy	84,602 +5,561	+7%	+$142K	0.04%	416
2025 Q3	$2.02M	Sell	79,041 -4,067	-5%	-$104K	0.05%	354
2025 Q2	$2.12M	Buy	+83,108	New	+$2.11M	0.05%	326
2024 Q4	$1M	Buy	39,342 +27,410	+230%	+$698K	0.03%	452
2024 Q3	$304K	Buy	11,932 +1,364	+13%	+$34.7K	0.01%	773
2024 Q2	$270K	Sell	10,568 -800	-7%	-$20.4K	0.01%	789
2024 Q1	$290K	Buy	11,368 +1,469	+15%	+$37.2K	0.01%	666
2023 Q4	$250K	Buy	9,899 +9,889	+98,890%	+$249K	0.01%	675
2023 Q3	$252	Hold	10	–	–	﹤0.01%	3090
2023 Q2	$253	Buy	+10	New	+$251	﹤0.01%	3075
2018 Q4	–	Sell	-3,243	Closed	-$82K	–	1489
2018 Q3	$82K	Hold	3,243	–	–	0.02%	445
2018 Q2	$82K	Buy	+3,243	New	+$82K	0.02%	420

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Global Retirement Partners's FLTR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 105,021 shares worth $2.69M. The stake represents 0.04% of the portfolio and ranks #398 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FLTR as recently as Q4 2025.

Global Retirement Partners first reported a position in FLTR in Q2 2018 and has held it in 13 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Global Retirement Partners held 105,021 shares of VanEck IG Floating Rate ETF worth $2.69M as of Q2 2026.
VanEck IG Floating Rate ETF was a new Global Retirement Partners position in Q2 2026.
VanEck IG Floating Rate ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #398 holding.
Global Retirement Partners first reported a position in VanEck IG Floating Rate ETF in Q2 2018 and has held it in 13 quarters since.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.