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OneDigital Investment Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-13,303
Closed -$339K – 1601
2026
Q1 		$339K Buy
+13,303
New +$339K ﹤0.01% 1123

Other funds holding FLTR

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

OneDigital Investment Advisors's FLTR Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2026, closing a stake of 13,303 shares — an estimated $339K sold.

OneDigital Investment Advisors first reported a position in FLTR in Q1 2026 and held it in 1 quarter. The position peaked at $339K in Q1 2026. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 13,303 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $339K.
  • OneDigital Investment Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and held it in 1 quarter.
  • OneDigital Investment Advisors's VanEck IG Floating Rate ETF position peaked at $339K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.