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KPWG
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services
Mansfield, Ohio
$968M AUM
19.1%
1-Year Est. Return
KAM
Kensington Asset Management
Austin, Texas
$1.84B AUM
13.95%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
FC
Fusion Capital
Mt. Pleasant, South Carolina
$371M AUM
28.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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