KFS
FLTR icon

Kaizen Financial Strategies’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Kaizen Financial Strategies’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 		$214K Buy
8,396
+62
+0.7% +$1.58K 0.07% 166
2026
Q1 		$212K Sell
8,334
-12
-0.1% -$306 0.09% 159
2025
Q4 		$213K Buy
8,346
+67
+0.8% +$1.71K 0.09% 156
2025
Q3 		$211K Buy
+8,279
New +$211K 0.1% 148

Other funds holding FLTR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Kaizen Financial Strategies's FLTR Position: Q2 2026 in Review

Kaizen Financial Strategies increased its VanEck IG Floating Rate ETF (FLTR) stake by 0.74% in Q2 2026, buying an estimated $1.58K and bringing the position to 8,396 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #166.

Kaizen Financial Strategies first reported a position in FLTR in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Kaizen Financial Strategies held 8,396 shares of VanEck IG Floating Rate ETF worth $214K as of Q2 2026.
  • Kaizen Financial Strategies bought 62 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $1.58K.
  • VanEck IG Floating Rate ETF made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #166 holding.
  • Kaizen Financial Strategies first reported a position in VanEck IG Floating Rate ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.