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

Mission 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
2026 Q2	$4.37M	Buy	+170,617	New	+$4.35M	0.05%	192

Other funds holding FLTR

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Mission Wealth Management's FLTR Position: Q2 2026 in Review

Mission Wealth Management opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 170,617 shares worth $4.37M. The stake represents 0.05% of the portfolio and ranks #192 among its holdings.

56 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Mission Wealth Management held 170,617 shares of VanEck IG Floating Rate ETF worth $4.37M as of Q2 2026.
VanEck IG Floating Rate ETF was a new Mission Wealth Management position in Q2 2026.
VanEck IG Floating Rate ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #192 holding.
56 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.