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 Q3	$8.23M	Buy	+321,687	New	+$8.22M	3.72%	6
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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Meriwether Wealth & Planning's FLTR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q3 2026: 321,687 shares worth $8.23M. The stake represents 3.72% of the portfolio and ranks #6 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in FLTR as recently as Q4 2025.

Meriwether Wealth & Planning first reported a position in FLTR in Q4 2024 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

Meriwether Wealth & Planning held 321,687 shares of VanEck IG Floating Rate ETF worth $8.23M as of Q3 2026.
VanEck IG Floating Rate ETF was a new Meriwether Wealth & Planning position in Q3 2026.
VanEck IG Floating Rate ETF made up 3.72% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #6 holding.
Meriwether Wealth & Planning first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.