Minot Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Minot Wealth Management’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
2022 Q2	$1.28M	Buy	51,839 +21,453	+71%	+$536K	0.33%	61
2022 Q1	$763K	Buy	30,386 +11,479	+61%	+$290K	0.16%	99
2021 Q4	$478K	Buy	18,907 +9,500	+101%	+$241K	0.09%	134
2021 Q3	$239K	Buy	+9,407	New	+$239K	0.05%	177

Other funds holding FLTR

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Minot Wealth Management's FLTR Position: Q2 2022 in Review

Minot Wealth Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 71% in Q2 2022, buying an estimated $536K and bringing the position to 51,839 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #61.

Minot Wealth Management first reported a position in FLTR in Q3 2021 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold FLTR as of Q2 2022.

Minot Wealth Management held 51,839 shares of VanEck IG Floating Rate ETF worth $1.28M as of Q2 2022.
Minot Wealth Management bought 21,453 VanEck IG Floating Rate ETF shares in Q2 2022, an estimated $536K.
VanEck IG Floating Rate ETF made up 0.33% of Minot Wealth Management's portfolio in Q2 2022, its #61 holding.
Minot Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q3 2021 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.