LTI
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Laffer Tengler Investments’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Laffer Tengler Investments’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
Q1 		– Sell
-57,317
Closed -$1.46M – 141
2024
Q4 		$1.46M Buy
57,317
+6,643
+13% +$169K 0.29% 88
2024
Q3 		$1.29M Sell
50,674
-12,647
-20% -$321K 0.26% 91
2024
Q2 		$1.62M Buy
63,321
+21,091
+50% +$537K 0.35% 87
2024
Q1 		$1.08M Sell
42,230
-27,459
-39% -$696K 0.28% 88
2023
Q4 		$1.75M Sell
69,689
-2,795
-4% -$70.4K 0.47% 74
2023
Q3 		$1.83M Sell
72,484
-8,694
-11% -$219K 0.54% 69
2023
Q2 		$2.05M Sell
81,178
-17,334
-18% -$435K 0.54% 68
2023
Q1 		$2.46M Buy
98,512
+39,939
+68% +$1M 0.67% 63
2022
Q4 		$1.46M Buy
58,573
+34,276
+141% +$851K 0.42% 76
2022
Q3 		$604K Buy
24,297
+4,771
+24% +$118K 0.22% 116
2022
Q2 		$482K Buy
19,526
+2,568
+15% +$64.1K 0.17% 126
2022
Q1 		$426K Buy
16,958
+10,961
+183% +$276K 0.13% 141
2021
Q4 		$152K Buy
5,997
+688
+13% +$17.4K 0.04% 222
2021
Q3 		$135K Buy
5,309
+1,977
+59% +$50.2K 0.04% 250
2021
Q2 		$84.6K Sell
3,332
-6,455
-66% -$164K 0.03% 209
2021
Q1 		$248K Buy
9,787
+2,582
+36% +$65.5K 0.09% 136
2020
Q4 		$182K Hold
7,205
– – 0.08% 159
2020
Q3 		$182K Hold
7,205
– – 0.09% 148
2020
Q2 		$180K Sell
7,205
-104
-1% -$2.56K 0.1% 134
2020
Q1 		$173K Hold
7,309
– – 0.13% 102
2019
Q4 		$185K Buy
7,309
+294
+4% +$7.43K 0.12% 118
2019
Q3 		$177K Hold
7,015
– – 0.15% 97
2019
Q2 		$177K Hold
7,015
– – 0.15% 93
2019
Q1 		$177K Hold
7,015
– – 0.05% 183
2018
Q4 		$173K Hold
7,015
– – 0.05% 178
2018
Q3 		$178K Buy
+7,015
New +$177K 0.04% 187

Other funds holding FLTR

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 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

Laffer Tengler Investments's FLTR Position: Q1 2025 in Review

Laffer Tengler Investments sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2025, closing a stake of 57,317 shares — an estimated $1.46M sold.

Laffer Tengler Investments first reported a position in FLTR in Q3 2018 and held it in 26 quarters. The position peaked at $2.46M in Q1 2023. 229 funds tracked by Wall St. Rank hold FLTR as of Q1 2025.

  • Laffer Tengler Investments reported no remaining VanEck IG Floating Rate ETF position as of Q1 2025 after selling out during the quarter.
  • Laffer Tengler Investments sold 57,317 VanEck IG Floating Rate ETF shares in Q1 2025, an estimated $1.46M.
  • Laffer Tengler Investments first reported a position in VanEck IG Floating Rate ETF in Q3 2018 and held it in 26 quarters.
  • Laffer Tengler Investments's VanEck IG Floating Rate ETF position peaked at $2.46M in Q1 2023.
  • 229 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2025.

Based on Laffer Tengler Investments's 13F filing for Q1 2025, filed 14 May 2025.