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Professional Planning’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Professional Planning’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
2021
Q2 		– Sell
-9,968
Closed -$252K – 133
2021
Q1 		$252K Buy
+9,968
New +$253K 0.12% 106

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

Professional Planning's FLTR Position: Q2 2021 in Review

Professional Planning sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2021, closing a stake of 9,968 shares — an estimated $252K sold.

Professional Planning first reported a position in FLTR in Q1 2021 and held it in 1 quarter. The position peaked at $252K in Q1 2021. 109 funds tracked by Wall St. Rank hold FLTR as of Q2 2021.

  • Professional Planning reported no remaining VanEck IG Floating Rate ETF position as of Q2 2021 after selling out during the quarter.
  • Professional Planning sold 9,968 VanEck IG Floating Rate ETF shares in Q2 2021, an estimated $252K.
  • Professional Planning first reported a position in VanEck IG Floating Rate ETF in Q1 2021 and held it in 1 quarter.
  • Professional Planning's VanEck IG Floating Rate ETF position peaked at $252K in Q1 2021.
  • 109 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2021.

Based on Professional Planning's 13F filing for Q2 2021, filed 16 Aug 2021.