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 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

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

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Regal Investment Advisors's FLTR Position: Q1 2026 in Review

Regal Investment Advisors increased its VanEck IG Floating Rate ETF (FLTR) stake by 1.2% in Q1 2026, buying an estimated $60.1K and bringing the position to 191,493 shares worth $4.88M. The position accounts for 0.28% of the portfolio, ranked #95.

Regal Investment Advisors first reported a position in FLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.38M in Q2 2025. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

Regal Investment Advisors held 191,493 shares of VanEck IG Floating Rate ETF worth $4.88M as of Q1 2026.
Regal Investment Advisors bought 2,355 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $60.1K.
VanEck IG Floating Rate ETF made up 0.28% of Regal Investment Advisors's portfolio in Q1 2026, its #95 holding.
Regal Investment Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and has held it in 6 quarters since.
Regal Investment Advisors's VanEck IG Floating Rate ETF position peaked at $5.38M in Q2 2025.
248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.