KFA Private Wealth Group
FLTR icon

KFA Private Wealth Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

KFA Private Wealth Group’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
Q3 		$5.3M Sell
207,307
-13,152
-6% -$336K 1.25% 18
2026
Q2 		$5.65M Buy
220,459
+26,679
+14% +$681K 1.36% 16
2026
Q1 		$4.94M Buy
193,780
+960
+0.5% +$24.5K 1.19% 18
2025
Q4 		$4.91M Sell
192,820
-11,400
-6% -$291K 1.19% 19
2025
Q3 		$5.22M Sell
204,220
-2,537
-1% -$64.7K 1.49% 17
2025
Q2 		$5.27M Buy
206,757
+6,717
+3% +$170K 1.63% 16
2025
Q1 		$5.11M Buy
200,040
+10,515
+6% +$268K 1.79% 17
2024
Q4 		$4.82M Buy
189,525
+3,238
+2% +$82.4K 2.02% 13
2024
Q3 		$4.74M Sell
186,287
-24,645
-12% -$626K 2.26% 12
2024
Q2 		$5.38M Sell
210,932
-759,263
-78% -$19.3M 2.79% 10
2024
Q1 		$24.7M Buy
970,195
+53,561
+6% +$1.36M 7.68% 3
2023
Q4 		$23.1M Buy
916,634
+39,069
+4% +$984K 8.26% 2
2023
Q3 		$22.2M Buy
877,565
+36,231
+4% +$914K 9.22% 2
2023
Q2 		$21.2M Buy
841,334
+66,993
+9% +$1.68M 8.81% 2
2023
Q1 		$19.3M Buy
774,341
+105,474
+16% +$2.65M 8.81% 2
2022
Q4 		$16.6M Buy
668,867
+137,739
+26% +$3.42M 8.49% 3
2022
Q3 		$13.2M Buy
531,128
+60,429
+13% +$1.5M 7.02% 4
2022
Q2 		$11.6M Buy
470,699
+155,680
+49% +$3.89M 6.42% 3
2022
Q1 		$7.91M Buy
+315,019
New +$7.95M 3.96% 7

Other funds holding FLTR

Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

KFA Private Wealth Group's FLTR Position: Q3 2026 in Review

KFA Private Wealth Group reduced its VanEck IG Floating Rate ETF (FLTR) stake by 6% in Q3 2026, selling an estimated $336K and leaving 207,307 shares worth $5.3M. The position accounts for 1.25% of the portfolio, ranked #18.

KFA Private Wealth Group first reported a position in FLTR in Q1 2022 and has held it in 19 quarters since. The position peaked at $24.7M in Q1 2024. 80 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

  • KFA Private Wealth Group held 207,307 shares of VanEck IG Floating Rate ETF worth $5.3M as of Q3 2026.
  • KFA Private Wealth Group sold 13,152 VanEck IG Floating Rate ETF shares in Q3 2026, an estimated $336K.
  • VanEck IG Floating Rate ETF made up 1.25% of KFA Private Wealth Group's portfolio in Q3 2026, its #18 holding.
  • KFA Private Wealth Group first reported a position in VanEck IG Floating Rate ETF in Q1 2022 and has held it in 19 quarters since.
  • KFA Private Wealth Group's VanEck IG Floating Rate ETF position peaked at $24.7M in Q1 2024.
  • 80 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.