Optivise Advisory Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Optivise Advisory Services’s Portfolio FLTR Stock Details FLTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.22M	Sell
2025 Q2	$1.27M	Buy
2025 Q1	$1.23M	Buy
2024 Q4	$883K	Buy
2024 Q3	$567K	Buy
2024 Q2	$356K	Buy