Ramiah Investment Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Ramiah Investment Group’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 Q2	–	Sell	-1,746,220	Closed	-$44.6M	–	64
2025 Q1	$44.6M	Buy	1,746,220 +1,738,304	+21,959%	+$44.3M	42.75%	1
2024 Q4	$201K	Sell	7,916 -642	-8%	-$16.3K	0.18%	58
2024 Q3	$218K	Buy	8,558 +192	+2%	+$4.88K	0.21%	60
2024 Q2	$213K	Sell	8,366 -4,066	-33%	-$103K	0.21%	58
2024 Q1	$317K	Sell	12,432 -8,182	-40%	-$207K	0.3%	52
2023 Q4	$518K	Buy	+20,614	New	+$519K	0.49%	46
2022 Q3	–	Sell	-91,559	Closed	-$2.26M	–	52
2022 Q2	$2.26M	Sell	91,559 -693,184	-88%	-$17.3M	1.84%	11
2022 Q1	$19.7M	Buy	+784,743	New	+$19.8M	13.64%	2

Other funds holding FLTR

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ramiah Investment Group's FLTR Position: Q2 2025 in Review

Ramiah Investment Group sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 1,746,220 shares — an estimated $44.6M sold.

Ramiah Investment Group first reported a position in FLTR in Q1 2022 and held it in 8 quarters. The position peaked at $44.6M in Q1 2025. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

Ramiah Investment Group reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
Ramiah Investment Group sold 1,746,220 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $44.6M.
Ramiah Investment Group first reported a position in VanEck IG Floating Rate ETF in Q1 2022 and held it in 8 quarters.
Ramiah Investment Group's VanEck IG Floating Rate ETF position peaked at $44.6M in Q1 2025.
222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Ramiah Investment Group's 13F filing for Q2 2025, filed 29 May 2026.