Insight Wealth Strategies’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Insight Wealth Strategies’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 Q3	$29.1M	Buy	1,138,827 +33,112	+3%	+$846K	2.88%	8
2026 Q2	$28.2M	Buy	+1,105,715	New	+$28.2M	2.76%	7
2024 Q4	–	Sell	-424,029	Closed	-$10.8M	–	160
2024 Q3	$10.8M	Sell	424,029 -362,560	-46%	-$9.21M	1.42%	20
2024 Q2	$20.1M	Buy	786,589 +4,534	+0.6%	+$115K	2.86%	9
2024 Q1	$20M	Sell	782,055 -97,334	-11%	-$2.47M	2.93%	9
2023 Q4	$22.1M	Buy	879,389 +101,174	+13%	+$2.55M	3.57%	8
2023 Q3	$19.7M	Buy	+778,215	New	+$19.6M	3.8%	9

Other funds holding FLTR

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Insight Wealth Strategies's FLTR Position: Q3 2026 in Review

Insight Wealth Strategies increased its VanEck IG Floating Rate ETF (FLTR) stake by 3% in Q3 2026, buying an estimated $846K and bringing the position to 1,138,827 shares worth $29.1M. The position accounts for 2.88% of the portfolio, ranked #8.

Insight Wealth Strategies first reported a position in FLTR in Q3 2023 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

Insight Wealth Strategies held 1,138,827 shares of VanEck IG Floating Rate ETF worth $29.1M as of Q3 2026.
Insight Wealth Strategies bought 33,112 VanEck IG Floating Rate ETF shares in Q3 2026, an estimated $846K.
VanEck IG Floating Rate ETF made up 2.88% of Insight Wealth Strategies's portfolio in Q3 2026, its #8 holding.
Insight Wealth Strategies first reported a position in VanEck IG Floating Rate ETF in Q3 2023 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.