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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
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

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 $44.6B AUM 28.94% 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
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 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

Insight Wealth Strategies's FLTR Position: Q2 2026 in Review

Insight Wealth Strategies opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 1,105,715 shares worth $28.2M. The stake represents 2.76% of the portfolio and ranks #7 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in FLTR as recently as Q3 2024.

Insight Wealth Strategies first reported a position in FLTR in Q3 2023 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Insight Wealth Strategies held 1,105,715 shares of VanEck IG Floating Rate ETF worth $28.2M as of Q2 2026.
  • VanEck IG Floating Rate ETF was a new Insight Wealth Strategies position in Q2 2026.
  • VanEck IG Floating Rate ETF made up 2.76% of Insight Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Insight Wealth Strategies first reported a position in VanEck IG Floating Rate ETF in Q3 2023 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.