Pinnacle Family Advisors’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

Pinnacle Family Advisors’s Portfolio FLRN Stock Details FLRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Hold	7,517	–	–	0.1%	143
2026 Q1	$231K	Buy	+7,517	New	+$231K	0.11%	127
2025 Q4	–	Sell	-6,507	Closed	-$201K	–	143
2025 Q3	$201K	Buy	+6,507	New	+$200K	0.09%	122
2023 Q3	–	Sell	-36,002	Closed	-$1.1M	–	92
2023 Q2	$1.1M	Hold	36,002	–	–	0.6%	27
2023 Q1	$1.1M	Sell	36,002 -1,248	-3%	-$38K	0.67%	31
2022 Q4	$1.13M	Buy	37,250 +15,125	+68%	+$458K	0.81%	27
2022 Q3	$670K	Sell	22,125 -2,005	-8%	-$60.8K	0.58%	36
2022 Q2	$727K	Buy	24,130 +13,752	+133%	+$418K	0.59%	36
2022 Q1	$316K	Buy	+10,378	New	+$317K	0.17%	95
2020 Q2	–	Sell	-15,322	Closed	-$450K	–	80
2020 Q1	$450K	Sell	15,322 -12,169	-44%	-$367K	0.54%	37
2019 Q4	$845K	Buy	27,491 +337	+1%	+$10.4K	0.76%	31
2019 Q3	$835K	Buy	27,154 +3,253	+14%	+$99.9K	0.74%	34
2019 Q2	$734K	Buy	23,901 +394	+2%	+$12.1K	0.61%	41
2019 Q1	$722K	Sell	23,507 -2,032	-8%	-$62.1K	0.64%	41
2018 Q4	$776K	Sell	25,539 -820	-3%	-$25.1K	0.52%	38
2018 Q3	$812K	Sell	26,359 -38,125	-59%	-$1.17M	0.43%	36
2018 Q2	$1.98M	Buy	+64,484	New	+$1.98M	1.06%	21
2017 Q2	–	Sell	-15,824	Closed	-$486K	–	68
2017 Q1	$486K	Buy	+15,824	New	+$485K	0.3%	43

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Pinnacle Family Advisors's FLRN Position: Q2 2026 in Review

Pinnacle Family Advisors held its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) position steady in Q2 2026 at 7,517 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #143.

Pinnacle Family Advisors first reported a position in FLRN in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.98M in Q2 2018. 360 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Pinnacle Family Advisors held 7,517 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $232K as of Q2 2026.
Pinnacle Family Advisors left its State Street SPDR Bloomberg Investment Grade Floating Rate ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up 0.1% of Pinnacle Family Advisors's portfolio in Q2 2026, its #143 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q1 2017 and has held it in 18 quarters since.
Pinnacle Family Advisors's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.98M in Q2 2018.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.