Institute for Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Institute for Wealth Management’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	$213K	Hold	8,300	–	–	0.02%	503
2026 Q1	$211K	Hold	8,300	–	–	0.02%	515
2025 Q4	$211K	Hold	8,300	–	–	0.02%	522
2025 Q3	$212K	Hold	8,300	–	–	0.02%	538
2025 Q2	$212K	Sell	8,300 -200	-2%	-$5.07K	0.02%	525
2025 Q1	$217K	Sell	8,500 -200	-2%	-$5.1K	0.03%	490
2024 Q4	$221K	Sell	8,700 -1,500	-15%	-$38.2K	0.03%	469
2024 Q3	$260K	Sell	10,200 -1,200	-11%	-$30.5K	0.03%	453
2024 Q2	$291K	Sell	11,400 -100	-0.9%	-$2.54K	0.04%	390
2024 Q1	$293K	Hold	11,500	–	–	0.04%	396
2023 Q4	$289K	Hold	11,500	–	–	0.05%	378
2023 Q3	$291K	Sell	11,500 -1,200	-9%	-$30.3K	0.05%	358
2023 Q2	$321K	Buy	12,700 +2,400	+23%	+$60.2K	0.05%	351
2023 Q1	$257K	Hold	10,300	–	–	0.05%	387
2022 Q4	$256K	Buy	+10,300	New	+$256K	0.05%	379
2020 Q1	–	Sell	-6	Closed	–	–	481
2019 Q4	$0	Buy	+6	New	+$152	﹤0.01%	688

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

Institute for Wealth Management's FLTR Position: Q2 2026 in Review

Institute for Wealth Management held its VanEck IG Floating Rate ETF (FLTR) position steady in Q2 2026 at 8,300 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #503.

Institute for Wealth Management first reported a position in FLTR in Q4 2019 and has held it in 16 quarters since. The position peaked at $321K in Q2 2023. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Institute for Wealth Management held 8,300 shares of VanEck IG Floating Rate ETF worth $213K as of Q2 2026.
Institute for Wealth Management left its VanEck IG Floating Rate ETF share count unchanged in Q2 2026.
VanEck IG Floating Rate ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #503 holding.
Institute for Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and has held it in 16 quarters since.
Institute for Wealth Management's VanEck IG Floating Rate ETF position peaked at $321K in Q2 2023.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.