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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 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. 254 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.
  • 254 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.