HBW Advisory Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

HBW Advisory Services’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	-9,802	Closed	-$250K	–	472
2026 Q1	$250K	Buy	+9,802	New	+$250K	0.03%	387

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

HBW Advisory Services's FLTR Position: Q2 2026 in Review

HBW Advisory Services sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2026, closing a stake of 9,802 shares — an estimated $250K sold.

HBW Advisory Services first reported a position in FLTR in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

HBW Advisory Services reported no remaining VanEck IG Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
HBW Advisory Services sold 9,802 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $250K.
HBW Advisory Services first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and held it in 1 quarter.
HBW Advisory Services's VanEck IG Floating Rate ETF position peaked at $250K in Q1 2026.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.