J. M. Brown & Associates’s VanEck IG Floating Rate ETF FLTR Stock Holding History

J. M. Brown & Associates’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	$3.37M	Buy	+131,784	New	+$3.36M	1.93%	11

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

J. M. Brown & Associates's FLTR Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 131,784 shares worth $3.37M. The stake represents 1.93% of the portfolio and ranks #11 among its holdings.

239 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

J. M. Brown & Associates held 131,784 shares of VanEck IG Floating Rate ETF worth $3.37M as of Q2 2026.
VanEck IG Floating Rate ETF was a new J. M. Brown & Associates position in Q2 2026.
VanEck IG Floating Rate ETF made up 1.93% of J. M. Brown & Associates's portfolio in Q2 2026, its #11 holding.
239 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.