GFG
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Goldstone Financial Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Goldstone Financial Group’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
2024
Q4 		– Sell
-7,936
Closed -$202K – 207
2024
Q3 		$202K Sell
7,936
-461,782
-98% -$11.7M 0.04% 191
2024
Q2 		$12M Buy
+469,718
New +$12M 2.4% 9

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstone Financial Group's FLTR Position: Q4 2024 in Review

Goldstone Financial Group sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2024, closing a stake of 7,936 shares — an estimated $202K sold.

Goldstone Financial Group first reported a position in FLTR in Q2 2024 and held it in 2 quarters. The position peaked at $12M in Q2 2024. 218 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

  • Goldstone Financial Group reported no remaining VanEck IG Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 7,936 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $202K.
  • Goldstone Financial Group first reported a position in VanEck IG Floating Rate ETF in Q2 2024 and held it in 2 quarters.
  • Goldstone Financial Group's VanEck IG Floating Rate ETF position peaked at $12M in Q2 2024.
  • 218 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on Goldstone Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.