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

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 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. 79 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.
  • 79 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.