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

Redmont 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 		$529K Sell
20,767
-12,183
-37% -$311K 0.8% 33
2025
Q3 		$843K Buy
32,950
+6,652
+25% +$170K 1.17% 23
2025
Q2 		$671K Buy
26,298
+3,736
+17% +$94.8K 0.98% 26
2025
Q1 		$576K Buy
+22,562
New +$576K 1.12% 14

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Redmont Wealth Advisors's FLTR Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its VanEck IG Floating Rate ETF (FLTR) stake by 37% in Q4 2025, selling an estimated $311K and leaving 20,767 shares worth $529K. The position accounts for 0.8% of the portfolio, ranked #33.

Redmont Wealth Advisors first reported a position in FLTR in Q1 2025 and has held it in 4 quarters since. The position peaked at $843K in Q3 2025. 242 funds tracked by Wall St. Rank hold FLTR as of Q4 2025.

  • Redmont Wealth Advisors held 20,767 shares of VanEck IG Floating Rate ETF worth $529K as of Q4 2025.
  • Redmont Wealth Advisors sold 12,183 VanEck IG Floating Rate ETF shares in Q4 2025, an estimated $311K.
  • VanEck IG Floating Rate ETF made up 0.8% of Redmont Wealth Advisors's portfolio in Q4 2025, its #33 holding.
  • Redmont Wealth Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2025 and has held it in 4 quarters since.
  • Redmont Wealth Advisors's VanEck IG Floating Rate ETF position peaked at $843K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.