Greater Midwest Financial Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Greater Midwest 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
2026 Q2	–	Sell	-11,671	Closed	-$297K	–	67
2026 Q1	$297K	Buy	11,671 +82	+0.7%	+$2.09K	0.16%	53
2025 Q4	$295K	Buy	11,589 +189	+2%	+$4.82K	0.17%	53
2025 Q3	$292K	Buy	11,400 +144	+1%	+$3.67K	0.19%	52
2025 Q2	$287K	Buy	11,256 +141	+1%	+$3.58K	0.22%	48
2025 Q1	$284K	Buy	11,115 +88	+0.8%	+$2.25K	0.2%	45
2024 Q4	$281K	Buy	+11,027	New	+$281K	0.18%	46

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

Greater Midwest Financial Group's FLTR Position: Q2 2026 in Review

Greater Midwest Financial Group sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2026, closing a stake of 11,671 shares — an estimated $297K sold.

Greater Midwest Financial Group first reported a position in FLTR in Q4 2024 and held it in 6 quarters. The position peaked at $297K in Q1 2026. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Greater Midwest Financial Group reported no remaining VanEck IG Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Greater Midwest Financial Group sold 11,671 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $297K.
Greater Midwest Financial Group first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 6 quarters.
Greater Midwest Financial Group's VanEck IG Floating Rate ETF position peaked at $297K in Q1 2026.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.