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PSI Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

PSI 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
2024
Q4 		– Sell
-640
Closed -$16.3K – 896
2024
Q3 		$16.3K Buy
640
+10
+2% +$254 ﹤0.01% 456
2024
Q2 		$16.1K Buy
630
+10
+2% +$254 0.01% 445
2024
Q1 		$15.8K Buy
620
+6
+1% +$152 0.01% 424
2023
Q4 		$15.4K Buy
614
+13
+2% +$327 0.01% 455
2023
Q3 		$15.2K Buy
601
+401
+201% +$10.1K 0.01% 436
2023
Q2 		$5.05K Hold
200
– – ﹤0.01% 586
2023
Q1 		$4.99K Sell
200
-538
-73% -$13.5K ﹤0.01% 532
2022
Q4 		$18.4K Buy
738
+10
+1% +$248 0.01% 329
2022
Q3 		$18K Buy
728
+4
+0.6% +$99 0.01% 338
2022
Q2 		$18K Buy
724
+2
+0.3% +$50 0.01% 367
2022
Q1 		$18K Buy
722
+1
+0.1% +$25 0.01% 381
2021
Q4 		$18K Buy
721
+1
+0.1% +$25 0.01% 412
2021
Q3 		$18K Buy
+720
New +$18.3K 0.01% 400
2020
Q1 		– Sell
-9,836
Closed -$248K – 267
2019
Q4 		$248K Buy
+9,836
New +$249K 0.16% 118

Other funds holding FLTR

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PSI Advisors's FLTR Position: Q4 2024 in Review

PSI Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2024, closing a stake of 640 shares — an estimated $16.3K sold.

PSI Advisors first reported a position in FLTR in Q4 2019 and held it in 14 quarters. The position peaked at $248K in Q4 2019. 216 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

  • PSI Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 640 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $16.3K.
  • PSI Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and held it in 14 quarters.
  • PSI Advisors's VanEck IG Floating Rate ETF position peaked at $248K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.