MWP
TFLR icon

Meriwether Wealth & Planning’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Meriwether Wealth & Planning’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.1K Buy
+319
New +$16.2K 0.01% 366

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in T. Rowe Price Floating Rate ETF (TFLR) in Q3 2026: 319 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings.

9 funds tracked by Wall St. Rank hold TFLR as of Q3 2026.

  • Meriwether Wealth & Planning held 319 shares of T. Rowe Price Floating Rate ETF worth $16.1K as of Q3 2026.
  • T. Rowe Price Floating Rate ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • T. Rowe Price Floating Rate ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #366 holding.
  • 9 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q3 2026.

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