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Independent Financial Group’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Independent Financial Group’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Buy
+5,567
New +$282K 0.01% 1303

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Independent Financial Group's TFLR Position: Q3 2026 in Review

Independent Financial Group opened a new position in T. Rowe Price Floating Rate ETF (TFLR) in Q3 2026: 5,567 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #1303 among its holdings.

9 funds tracked by Wall St. Rank hold TFLR as of Q3 2026.

  • Independent Financial Group held 5,567 shares of T. Rowe Price Floating Rate ETF worth $281K as of Q3 2026.
  • T. Rowe Price Floating Rate ETF was a new Independent Financial Group position in Q3 2026.
  • T. Rowe Price Floating Rate ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1303 holding.
  • 9 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.