MFG
FLTR icon

Merit Financial Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Merit Financial Group’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 		$1.82M Buy
71,169
+7,239
+11% +$185K 0.01% 790
2026
Q1 		$1.63M Buy
63,930
+14,258
+29% +$364K 0.01% 768
2025
Q4 		$1.27M Buy
49,672
+14,372
+41% +$366K 0.01% 833
2025
Q3 		$903K Sell
35,300
-1,800
-5% -$45.9K 0.01% 908
2025
Q2 		$946K Buy
+37,100
New +$941K 0.01% 820

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

Merit Financial Group's FLTR Position: Q2 2026 in Review

Merit Financial Group increased its VanEck IG Floating Rate ETF (FLTR) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 71,169 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #790.

Merit Financial Group first reported a position in FLTR in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • Merit Financial Group held 71,169 shares of VanEck IG Floating Rate ETF worth $1.82M as of Q2 2026.
  • Merit Financial Group bought 7,239 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $185K.
  • VanEck IG Floating Rate ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #790 holding.
  • Merit Financial Group first reported a position in VanEck IG Floating Rate ETF in Q2 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.