Prospera Financial Services’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Prospera Financial Services’s Portfolio TFLR Stock Details TFLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24,850	Closed	-$1.25M	–	1537
2026 Q1	$1.25M	Sell	24,850 -1,010	-4%	-$51.5K	0.02%	630
2025 Q4	$1.33M	Buy	25,860 +34	+0.1%	+$1.75K	0.02%	591
2025 Q3	$1.33M	Buy	25,826 +20,130	+353%	+$1.04M	0.02%	586
2025 Q2	$293K	Buy	+5,696	New	+$291K	0.01%	1115

Other funds holding TFLR

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Prospera Financial Services's TFLR Position: Q2 2026 in Review

Prospera Financial Services sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q2 2026, closing a stake of 24,850 shares — an estimated $1.25M sold.

Prospera Financial Services first reported a position in TFLR in Q2 2025 and held it in 4 quarters. The position peaked at $1.33M in Q4 2025. 114 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

Prospera Financial Services reported no remaining T. Rowe Price Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 24,850 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $1.25M.
Prospera Financial Services first reported a position in T. Rowe Price Floating Rate ETF in Q2 2025 and held it in 4 quarters.
Prospera Financial Services's T. Rowe Price Floating Rate ETF position peaked at $1.33M in Q4 2025.
114 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.