Independent Advisor Alliance’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-27,544	Closed	-$701K	–	981
2024 Q4	$701K	Buy	+27,544	New	+$701K	0.01%	838
2020 Q1	–	Sell	-43,752	Closed	-$1.11M	–	543
2019 Q4	$1.11M	Buy	+43,752	New	+$1.11M	0.05%	342

Other funds holding FLTR

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PWPS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

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

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

Independent Advisor Alliance's FLTR Position: Q1 2025 in Review

Independent Advisor Alliance sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2025, closing a stake of 27,544 shares — an estimated $701K sold.

Independent Advisor Alliance first reported a position in FLTR in Q4 2019 and held it in 2 quarters. The position peaked at $1.11M in Q4 2019. 229 funds tracked by Wall St. Rank hold FLTR as of Q1 2025.

Independent Advisor Alliance reported no remaining VanEck IG Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 27,544 VanEck IG Floating Rate ETF shares in Q1 2025, an estimated $701K.
Independent Advisor Alliance first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and held it in 2 quarters.
Independent Advisor Alliance's VanEck IG Floating Rate ETF position peaked at $1.11M in Q4 2019.
229 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.