HWM
FLTR icon

Howard Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Howard Wealth Management’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 		$2.69M Buy
104,932
+4,068
+4% +$104K 0.99% 33
2026
Q1 		$2.57M Buy
100,864
+3,523
+4% +$89.9K 1.08% 29
2025
Q4 		$2.48M Buy
97,341
+13,872
+17% +$354K 1.08% 27
2025
Q3 		$2.13M Buy
83,469
+7,914
+10% +$202K 0.98% 31
2025
Q2 		$1.93M Buy
75,555
+11,750
+18% +$298K 0.97% 33
2025
Q1 		$1.63M Buy
63,805
+9,462
+17% +$241K 0.91% 34
2024
Q4 		$1.38M Buy
54,343
+21,320
+65% +$543K 0.75% 39
2024
Q3 		$841K Buy
33,023
+11,494
+53% +$292K 0.49% 55
2024
Q2 		$549K Buy
21,529
+10,518
+96% +$268K 0.43% 55
2024
Q1 		$281K Sell
11,011
-1,205
-10% -$30.5K 0.23% 80
2023
Q4 		$307K Buy
12,216
+91
+0.8% +$2.29K 0.26% 74
2023
Q3 		$307K Sell
12,125
-35
-0.3% -$883 0.28% 70
2023
Q2 		$307K Sell
12,160
-1,015
-8% -$25.5K 0.27% 73
2023
Q1 		$329K Sell
13,175
-865
-6% -$21.7K 0.27% 76
2022
Q4 		$349K Buy
14,040
+295
+2% +$7.32K 0.29% 75
2022
Q3 		$341K Buy
+13,745
New +$341K 0.24% 77
2022
Q2 		– Sell
-12,790
Closed -$321K – 81
2022
Q1 		$321K Buy
12,790
+3,675
+40% +$92.7K 0.17% 98
2021
Q4 		$230K Buy
+9,115
New +$231K 0.12% 121

Other funds holding FLTR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Howard Wealth Management's FLTR Position: Q2 2026 in Review

Howard Wealth Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 4% in Q2 2026, buying an estimated $104K and bringing the position to 104,932 shares worth $2.69M. The position accounts for 0.99% of the portfolio, ranked #33.

Howard Wealth Management first reported a position in FLTR in Q4 2021 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Howard Wealth Management held 104,932 shares of VanEck IG Floating Rate ETF worth $2.69M as of Q2 2026.
  • Howard Wealth Management bought 4,068 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $104K.
  • VanEck IG Floating Rate ETF made up 0.99% of Howard Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Howard Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2021 and has held it in 18 quarters since.
  • 76 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.