Gradient Investments’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-40	Closed	-$994	–	1436
2023 Q4	$994	Buy	40 +1	+3%	+$25	﹤0.01%	1426
2023 Q3	$984	Buy	39 +1	+3%	+$25	﹤0.01%	1385
2023 Q2	$967	Sell	38 -1,002	-96%	-$25.1K	﹤0.01%	1371
2023 Q1	$26K	Buy	1,040 +1,003	+2,711%	+$25.2K	﹤0.01%	627
2022 Q4	$931	Buy	+37	New	+$918	﹤0.01%	1207

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

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

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

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

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

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments's FLTR Position: Q1 2024 in Review

Gradient Investments sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2024, closing a stake of 40 shares — an estimated $994 sold.

Gradient Investments first reported a position in FLTR in Q4 2022 and held it in 5 quarters. The position peaked at $26K in Q1 2023. 178 funds tracked by Wall St. Rank hold FLTR as of Q1 2024.

Gradient Investments reported no remaining VanEck IG Floating Rate ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 40 VanEck IG Floating Rate ETF shares in Q1 2024, an estimated $994.
Gradient Investments first reported a position in VanEck IG Floating Rate ETF in Q4 2022 and held it in 5 quarters.
Gradient Investments's VanEck IG Floating Rate ETF position peaked at $26K in Q1 2023.
178 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.