Kingsview Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Kingsview Wealth Management’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	$12.3M	Buy	480,200 +38,697	+9%	+$987K	0.15%	120
2026 Q1	$11.2M	Buy	441,503 +34,625	+9%	+$883K	0.15%	118
2025 Q4	$10.4M	Sell	406,878 -14,750	-3%	-$376K	0.15%	124
2025 Q3	$10.8M	Buy	+421,628	New	+$10.8M	0.16%	116
2024 Q1	–	Sell	-35,884	Closed	-$902K	–	1026
2023 Q4	$902K	Buy	+35,884	New	+$903K	0.03%	494
2023 Q2	–	Sell	-27,435	Closed	-$685K	–	930
2023 Q1	$685K	Sell	27,435 -95,780	-78%	-$2.4M	0.03%	495
2022 Q4	$3.07M	Buy	123,215 +16,183	+15%	+$402K	0.13%	180
2022 Q3	$2.66M	Buy	+107,032	New	+$2.66M	0.13%	184

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Kingsview Wealth Management's FLTR Position: Q2 2026 in Review

Kingsview Wealth Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 8.8% in Q2 2026, buying an estimated $987K and bringing the position to 480,200 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #120.

Kingsview Wealth Management first reported a position in FLTR in Q3 2022 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Kingsview Wealth Management held 480,200 shares of VanEck IG Floating Rate ETF worth $12.3M as of Q2 2026.
Kingsview Wealth Management bought 38,697 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $987K.
VanEck IG Floating Rate ETF made up 0.15% of Kingsview Wealth Management's portfolio in Q2 2026, its #120 holding.
Kingsview Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q3 2022 and has held it in 8 quarters since.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.