KFGK
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Keystone Financial Group (Kentucky)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Keystone Financial Group (Kentucky)’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
2023
Q3 		– Sell
-8,263
Closed -$209K – 305
2023
Q2 		$209K Buy
+8,263
New +$207K 0.04% 279
2022
Q4 		$201K Buy
+8,071
New +$200K 0.04% 265

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EDRIA
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Morgan Stanley
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CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FLTR Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2023, closing a stake of 8,263 shares — an estimated $209K sold.

Keystone Financial Group (Kentucky) first reported a position in FLTR in Q4 2022 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 161 funds tracked by Wall St. Rank hold FLTR as of Q3 2023.

  • Keystone Financial Group (Kentucky) reported no remaining VanEck IG Floating Rate ETF position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 8,263 VanEck IG Floating Rate ETF shares in Q3 2023, an estimated $209K.
  • Keystone Financial Group (Kentucky) first reported a position in VanEck IG Floating Rate ETF in Q4 2022 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s VanEck IG Floating Rate ETF position peaked at $209K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.