LA
FLTR icon

Lifeworks Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Lifeworks Advisors’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
Q2 		$251K Buy
9,809
+1,227
+14% +$31.3K 0.03% 297
2026
Q1 		$219K Buy
+8,582
New +$219K 0.03% 282

Other funds holding FLTR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Lifeworks Advisors's FLTR Position: Q2 2026 in Review

Lifeworks Advisors increased its VanEck IG Floating Rate ETF (FLTR) stake by 14% in Q2 2026, buying an estimated $31.3K and bringing the position to 9,809 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #297.

Lifeworks Advisors first reported a position in FLTR in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Lifeworks Advisors held 9,809 shares of VanEck IG Floating Rate ETF worth $251K as of Q2 2026.
  • Lifeworks Advisors bought 1,227 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $31.3K.
  • VanEck IG Floating Rate ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #297 holding.
  • Lifeworks Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.