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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
11,147
+1,280
+13% +$32.6K ﹤0.01% 1157
2025
Q1
$252K Hold
9,867
﹤0.01% 1096
2024
Q4
$251K Buy
+9,867
New +$251K ﹤0.01% 1092