Meriwether Wealth & Planning’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Meriwether Wealth & Planning’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 Q1	–	Sell	-10,074	Closed	-$257K	–	130
2025 Q4	$257K	Sell	10,074 -132	-1%	-$3.37K	0.14%	98
2025 Q3	$261K	Sell	10,206 -2,497	-20%	-$63.7K	0.15%	97
2025 Q2	$324K	Sell	12,703 -25,753	-67%	-$653K	0.2%	82
2025 Q1	$983K	Sell	38,456 -7,775	-17%	-$198K	0.64%	33
2024 Q4	$1.18M	Buy	+46,231	New	+$1.18M	0.84%	23

Other funds holding FLTR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Meriwether Wealth & Planning's FLTR Position: Q1 2026 in Review

Meriwether Wealth & Planning sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2026, closing a stake of 10,074 shares — an estimated $257K sold.

Meriwether Wealth & Planning first reported a position in FLTR in Q4 2024 and held it in 5 quarters. The position peaked at $1.18M in Q4 2024. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

Meriwether Wealth & Planning reported no remaining VanEck IG Floating Rate ETF position as of Q1 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 10,074 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $257K.
Meriwether Wealth & Planning first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 5 quarters.
Meriwether Wealth & Planning's VanEck IG Floating Rate ETF position peaked at $1.18M in Q4 2024.
248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2026, filed 9 Apr 2026.