HighTower Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

HighTower Advisors’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
2025 Q2	–	Sell	-46,266	Closed	-$1.18M	–	3837
2025 Q1	$1.18M	Buy	+46,266	New	+$1.18M	﹤0.01%	1850
2024 Q1	–	Sell	-27,064	Closed	-$687K	–	3749
2023 Q4	$687K	Buy	+27,064	New	+$681K	﹤0.01%	2080
2023 Q3	–	Sell	-9,713	Closed	-$245K	–	3635
2023 Q2	$245K	Buy	+9,713	New	+$244K	﹤0.01%	2708
2020 Q2	–	Sell	-11,521	Closed	-$271K	–	2466
2020 Q1	$271K	Sell	11,521 -12,090	-51%	-$299K	﹤0.01%	1628
2019 Q4	$598K	Sell	23,611 -294	-1%	-$7.43K	﹤0.01%	1367
2019 Q3	$602K	Sell	23,905 -2,808	-11%	-$70.8K	﹤0.01%	1421
2019 Q2	$669K	Sell	26,713 -577	-2%	-$14.5K	﹤0.01%	1376
2019 Q1	$684K	Buy	27,290 +1,855	+7%	+$46.4K	﹤0.01%	1299
2018 Q4	$626K	Buy	25,435 +14,479	+132%	+$363K	﹤0.01%	1243
2018 Q3	$276K	Buy	+10,956	New	+$277K	﹤0.01%	1761

Other funds holding FLTR

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's FLTR Position: Q2 2025 in Review

HighTower Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 46,266 shares — an estimated $1.18M sold.

HighTower Advisors first reported a position in FLTR in Q3 2018 and held it in 10 quarters. The position peaked at $1.18M in Q1 2025. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

HighTower Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 46,266 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $1.18M.
HighTower Advisors first reported a position in VanEck IG Floating Rate ETF in Q3 2018 and held it in 10 quarters.
HighTower Advisors's VanEck IG Floating Rate ETF position peaked at $1.18M in Q1 2025.
222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.