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

Regal Investment 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
2026 Q2	$4.75M	Sell	185,621 -5,872	-3%	-$150K	0.25%	104
2026 Q1	$4.88M	Buy	191,493 +2,355	+1%	+$60.1K	0.28%	95
2025 Q4	$4.82M	Sell	189,138 -10,108	-5%	-$258K	0.29%	88
2025 Q3	$5.09M	Sell	199,246 -11,658	-6%	-$297K	0.33%	79
2025 Q2	$5.38M	Buy	210,904 +1,524	+0.7%	+$38.7K	0.4%	68
2025 Q1	$5.35M	Buy	209,380 +125,017	+148%	+$3.19M	0.43%	62
2024 Q4	$2.15M	Buy	+84,363	New	+$2.15M	0.16%	148

Other funds holding FLTR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

Regal Investment Advisors's FLTR Position: Q2 2026 in Review

Regal Investment Advisors reduced its VanEck IG Floating Rate ETF (FLTR) stake by 3.1% in Q2 2026, selling an estimated $150K and leaving 185,621 shares worth $4.75M. The position accounts for 0.25% of the portfolio, ranked #104.

Regal Investment Advisors first reported a position in FLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.38M in Q2 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Regal Investment Advisors held 185,621 shares of VanEck IG Floating Rate ETF worth $4.75M as of Q2 2026.
Regal Investment Advisors sold 5,872 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $150K.
VanEck IG Floating Rate ETF made up 0.25% of Regal Investment Advisors's portfolio in Q2 2026, its #104 holding.
Regal Investment Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 7 quarters since.
Regal Investment Advisors's VanEck IG Floating Rate ETF position peaked at $5.38M in Q2 2025.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.