Insigneo Advisory Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Insigneo Advisory Services’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	$1.86M	Sell	72,532 -659	-0.9%	-$16.8K	0.07%	203
2026 Q1	$1.86M	Sell	73,191 -5,061	-6%	-$129K	0.13%	139
2025 Q4	$1.99M	Buy	78,252 +1,282	+2%	+$32.7K	0.14%	121
2025 Q3	$1.97M	Buy	76,970 +6,103	+9%	+$156K	0.14%	121
2025 Q2	$1.81M	Buy	70,867 +2,850	+4%	+$72.3K	0.16%	124
2025 Q1	$1.74M	Buy	68,017 +41,860	+160%	+$1.07M	0.18%	114
2024 Q4	$666K	Buy	+26,157	New	+$666K	0.07%	235

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Insigneo Advisory Services's FLTR Position: Q2 2026 in Review

Insigneo Advisory Services reduced its VanEck IG Floating Rate ETF (FLTR) stake by 0.9% in Q2 2026, selling an estimated $16.8K and leaving 72,532 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #203.

Insigneo Advisory Services first reported a position in FLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Insigneo Advisory Services held 72,532 shares of VanEck IG Floating Rate ETF worth $1.86M as of Q2 2026.
Insigneo Advisory Services sold 659 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $16.8K.
VanEck IG Floating Rate ETF made up 0.07% of Insigneo Advisory Services's portfolio in Q2 2026, its #203 holding.
Insigneo Advisory Services first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's VanEck IG Floating Rate ETF position peaked at $1.99M in Q4 2025.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.