IWN
FLTR icon

Independent Wealth Network’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Independent Wealth Network’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 		$517K Hold
20,173
– – 0.13% 176
2026
Q1 		$514K Buy
20,173
+4,412
+28% +$113K 0.15% 160
2025
Q4 		$402K Sell
15,761
-3,924
-20% -$100K 0.12% 178
2025
Q3 		$503K Buy
+19,685
New +$502K 0.16% 146

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

Independent Wealth Network's FLTR Position: Q2 2026 in Review

Independent Wealth Network held its VanEck IG Floating Rate ETF (FLTR) position steady in Q2 2026 at 20,173 shares worth $517K. The position accounts for 0.13% of the portfolio, ranked #176.

Independent Wealth Network first reported a position in FLTR in Q3 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Independent Wealth Network held 20,173 shares of VanEck IG Floating Rate ETF worth $517K as of Q2 2026.
  • Independent Wealth Network left its VanEck IG Floating Rate ETF share count unchanged in Q2 2026.
  • VanEck IG Floating Rate ETF made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #176 holding.
  • Independent Wealth Network first reported a position in VanEck IG Floating Rate ETF in Q3 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.