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

OneAscent Wealth Management’s Portfolio FLTR Stock Details FLTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$896K Sell
35,124
-8,994
-20% -$229K 0.33% 36
2025
Q1 		$1.13M Buy
44,118
+6,068
+16% +$155K 0.49% 24
2024
Q4 		$968K Buy
+38,050
New +$968K 0.4% 29