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Moloney Securities Asset Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Moloney Securities Asset 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
2025
Q3 		– Sell
-16,109
Closed -$411K – 507
2025
Q2 		$411K Sell
16,109
-4,500
-22% -$114K 0.05% 300
2025
Q1 		$527K Buy
20,609
+3,281
+19% +$83.7K 0.07% 244
2024
Q4 		$441K Buy
+17,328
New +$441K 0.06% 281

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moloney Securities Asset Management's FLTR Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2025, closing a stake of 16,109 shares — an estimated $411K sold.

Moloney Securities Asset Management first reported a position in FLTR in Q4 2024 and held it in 3 quarters. The position peaked at $527K in Q1 2025. 225 funds tracked by Wall St. Rank hold FLTR as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining VanEck IG Floating Rate ETF position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 16,109 VanEck IG Floating Rate ETF shares in Q3 2025, an estimated $411K.
  • Moloney Securities Asset Management first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 3 quarters.
  • Moloney Securities Asset Management's VanEck IG Floating Rate ETF position peaked at $527K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.