HCWM
TFLR icon

Hidden Cove Wealth Management’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Hidden Cove Wealth Management’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,149
Closed -$470K – 122
2025
Q4 		$470K Sell
9,149
-4,363
-32% -$224K 0.3% 46
2025
Q3 		$695K Buy
13,512
+6,757
+100% +$349K 0.46% 33
2025
Q2 		$347K Buy
+6,755
New +$345K 0.25% 47

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Hidden Cove Wealth Management's TFLR Position: Q1 2026 in Review

Hidden Cove Wealth Management sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q1 2026, closing a stake of 9,149 shares — an estimated $470K sold.

Hidden Cove Wealth Management first reported a position in TFLR in Q2 2025 and held it in 3 quarters. The position peaked at $695K in Q3 2025. 102 funds tracked by Wall St. Rank hold TFLR as of Q1 2026.

  • Hidden Cove Wealth Management reported no remaining T. Rowe Price Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 9,149 T. Rowe Price Floating Rate ETF shares in Q1 2026, an estimated $470K.
  • Hidden Cove Wealth Management first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and held it in 3 quarters.
  • Hidden Cove Wealth Management's T. Rowe Price Floating Rate ETF position peaked at $695K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q1 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.