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Insight Wealth Strategies’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Insight Wealth Strategies’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
Q2 		$28.1M Buy
557,681
+281,911
+102% +$14.3M 2.74% 8
2026
Q1 		$13.9M Sell
275,770
-207,748
-43% -$10.6M 1.55% 17
2025
Q4 		$24.9M Buy
483,518
+26,309
+6% +$1.35M 2.85% 8
2025
Q3 		$23.5M Buy
457,209
+41,190
+10% +$2.13M 2.77% 9
2025
Q2 		$21.4M Buy
+416,019
New +$21.2M 2.71% 13

Other funds holding TFLR

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Insight Wealth Strategies increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 102% in Q2 2026, buying an estimated $14.3M and bringing the position to 557,681 shares worth $28.1M. The position accounts for 2.74% of the portfolio, ranked #8.

Insight Wealth Strategies first reported a position in TFLR in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Insight Wealth Strategies held 557,681 shares of T. Rowe Price Floating Rate ETF worth $28.1M as of Q2 2026.
  • Insight Wealth Strategies bought 281,911 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $14.3M.
  • T. Rowe Price Floating Rate ETF made up 2.74% of Insight Wealth Strategies's portfolio in Q2 2026, its #8 holding.
  • Insight Wealth Strategies first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

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