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Legacy Wealth Management (Idaho)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-745
Closed -$19K – 792
2025
Q1 		$19K Buy
+745
New +$19K 0.01% 256

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FLTR Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 745 shares — an estimated $19K sold.

Legacy Wealth Management (Idaho) first reported a position in FLTR in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 745 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $19K.
  • Legacy Wealth Management (Idaho) first reported a position in VanEck IG Floating Rate ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s VanEck IG Floating Rate ETF position peaked at $19K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.