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FLTR icon

&Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

&Partners’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 		$4.42M Buy
168,993
+34,352
+26% +$876K 0.02% 649
2026
Q1 		$3.43M Buy
134,641
+16,944
+14% +$432K 0.02% 669
2025
Q4 		$3M Buy
117,697
+25,436
+28% +$649K 0.02% 681
2025
Q3 		$2.36M Buy
92,261
+13,476
+17% +$344K 0.02% 687
2025
Q2 		$2.01M Buy
78,785
+24,598
+45% +$624K 0.02% 669
2025
Q1 		$1.38M Sell
54,187
-1,474
-3% -$37.6K 0.01% 690
2024
Q4 		$1.42M Buy
55,661
+37,958
+214% +$966K 0.02% 623
2024
Q3 		$451K Buy
+17,703
New +$450K 0.01% 917

Other funds holding FLTR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

&Partners's FLTR Position: Q2 2026 in Review

&Partners increased its VanEck IG Floating Rate ETF (FLTR) stake by 26% in Q2 2026, buying an estimated $876K and bringing the position to 168,993 shares worth $4.42M. The position accounts for 0.02% of the portfolio, ranked #649.

&Partners first reported a position in FLTR in Q3 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • &Partners held 168,993 shares of VanEck IG Floating Rate ETF worth $4.42M as of Q2 2026.
  • &Partners bought 34,352 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $876K.
  • VanEck IG Floating Rate ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #649 holding.
  • &Partners first reported a position in VanEck IG Floating Rate ETF in Q3 2024 and has held it in 8 quarters since.
  • 254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.