GI
FLTR icon

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 $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

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. 176 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.
  • 176 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.