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NFP Retirement Inc’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

NFP Retirement Inc’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
Q1 		$590K Buy
11,724
+2,130
+22% +$109K 0.04% 181
2025
Q4 		$493K Buy
9,594
+1,523
+19% +$78.3K 0.03% 197
2025
Q3 		$415K Buy
+8,071
New +$416K 0.03% 217

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

NFP Retirement Inc's TFLR Position: Q1 2026 in Review

NFP Retirement Inc increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 22% in Q1 2026, buying an estimated $109K and bringing the position to 11,724 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #181.

NFP Retirement Inc first reported a position in TFLR in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold TFLR as of Q1 2026.

  • NFP Retirement Inc held 11,724 shares of T. Rowe Price Floating Rate ETF worth $590K as of Q1 2026.
  • NFP Retirement Inc bought 2,130 T. Rowe Price Floating Rate ETF shares in Q1 2026, an estimated $109K.
  • T. Rowe Price Floating Rate ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #181 holding.
  • NFP Retirement Inc first reported a position in T. Rowe Price Floating Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.