Kovitz Investment Group Partners
FLTR icon

Kovitz Investment Group Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-11,147
Closed -$284K – 1430
2025
Q2 		$284K Buy
11,147
+1,280
+13% +$32.5K ﹤0.01% 1161
2025
Q1 		$252K Hold
9,867
– – ﹤0.01% 1104
2024
Q4 		$251K Buy
+9,867
New +$251K ﹤0.01% 1099

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Kovitz Investment Group Partners's FLTR Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2025, closing a stake of 11,147 shares — an estimated $284K sold.

Kovitz Investment Group Partners first reported a position in FLTR in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q2 2025. 225 funds tracked by Wall St. Rank hold FLTR as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining VanEck IG Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,147 VanEck IG Floating Rate ETF shares in Q3 2025, an estimated $284K.
  • Kovitz Investment Group Partners first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's VanEck IG Floating Rate ETF position peaked at $284K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.