PIWA
FLTR icon

Prevail Innovative Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Prevail Innovative Wealth 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
2025
Q4 		– Sell
-62,460
Closed -$1.6M – 206
2025
Q3 		$1.6M Buy
62,460
+22,245
+55% +$567K 0.31% 117
2025
Q2 		$1.03M Buy
40,215
+9,240
+30% +$234K 0.23% 129
2025
Q1 		$791K Buy
30,975
+10,884
+54% +$278K 0.21% 121
2024
Q4 		$511K Buy
20,091
+6,144
+44% +$156K 0.15% 123
2024
Q3 		$355K Buy
+13,947
New +$354K 0.11% 133

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return