IGWM
FLTR icon

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

ICA Group 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
2023
Q2 		– Sell
-450
Closed -$11.2K – 1357
2023
Q1 		$11.2K Hold
450
– – ﹤0.01% 785
2022
Q4 		$11.3K Buy
+450
New +$11.2K ﹤0.01% 803

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

ICA Group Wealth Management's FLTR Position: Q2 2023 in Review

ICA Group Wealth Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2023, closing a stake of 450 shares — an estimated $11.2K sold.

ICA Group Wealth Management first reported a position in FLTR in Q4 2022 and held it in 2 quarters. The position peaked at $11.3K in Q4 2022. 153 funds tracked by Wall St. Rank hold FLTR as of Q2 2023.

  • ICA Group Wealth Management reported no remaining VanEck IG Floating Rate ETF position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 450 VanEck IG Floating Rate ETF shares in Q2 2023, an estimated $11.2K.
  • ICA Group Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's VanEck IG Floating Rate ETF position peaked at $11.3K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.