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John A. Wolfe & Associates’s VanEck IG Floating Rate ETF FLTR Stock Holding History

John A. Wolfe & 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
Q1 		– Sell
-129,147
Closed -$3.29M – 45
2025
Q4 		$3.29M Buy
+129,147
New +$3.29M 1.78% 9

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

John A. Wolfe & Associates's FLTR Position: Q1 2026 in Review

John A. Wolfe & Associates sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2026, closing a stake of 129,147 shares — an estimated $3.29M sold.

John A. Wolfe & Associates first reported a position in FLTR in Q4 2025 and held it in 1 quarter. The position peaked at $3.29M in Q4 2025. 250 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

  • John A. Wolfe & Associates reported no remaining VanEck IG Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
  • John A. Wolfe & Associates sold 129,147 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $3.29M.
  • John A. Wolfe & Associates first reported a position in VanEck IG Floating Rate ETF in Q4 2025 and held it in 1 quarter.
  • John A. Wolfe & Associates's VanEck IG Floating Rate ETF position peaked at $3.29M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on John A. Wolfe & Associates's 13F filing for Q1 2026, filed 5 May 2026.