KFS
FLTR icon

Kelly Financial Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Kelly Financial 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 		$262K Buy
10,245
+1,230
+14% +$31.4K 0.06% 115
2026
Q1 		$230K Buy
+9,015
New +$230K 0.06% 119

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 $43.3B AUM 29.3% 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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Kelly Financial Services's FLTR Position: Q2 2026 in Review

Kelly Financial Services increased its VanEck IG Floating Rate ETF (FLTR) stake by 14% in Q2 2026, buying an estimated $31.4K and bringing the position to 10,245 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #115.

Kelly Financial Services first reported a position in FLTR in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Kelly Financial Services held 10,245 shares of VanEck IG Floating Rate ETF worth $262K as of Q2 2026.
  • Kelly Financial Services bought 1,230 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $31.4K.
  • VanEck IG Floating Rate ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #115 holding.
  • Kelly Financial Services first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.