KWM
FLTR icon

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
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 – 1027
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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