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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Buy	49,815 +1,680	+3%	+$42.8K	0.65%	38
2025 Q1	$1.23M	Buy	48,135 +13,446	+39%	+$344K	0.69%	34
2024 Q4	$883K	Buy	34,689 +12,410	+56%	+$316K	0.48%	60
2024 Q3	$567K	Buy	22,279 +8,342	+60%	+$212K	0.3%	70
2024 Q2	$356K	Buy	+13,937	New	+$356K	0.19%	115