SAI
FLTR icon

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

Savvy Advisors Inc’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
-16,729
Closed -$426K – 462
2024
Q3 		$426K Buy
16,729
+544
+3% +$13.8K 0.09% 201
2024
Q2 		$413K Sell
16,185
-1,119
-6% -$28.5K 0.13% 166
2024
Q1 		$441K Sell
17,304
-9,816
-36% -$249K 0.25% 106
2023
Q4 		$682K Buy
+27,120
New +$683K 0.66% 37

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

Savvy Advisors Inc's FLTR Position: Q4 2024 in Review

Savvy Advisors Inc sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2024, closing a stake of 16,729 shares — an estimated $426K sold.

Savvy Advisors Inc first reported a position in FLTR in Q4 2023 and held it in 4 quarters. The position peaked at $682K in Q4 2023. 216 funds tracked by Wall St. Rank hold FLTR as of Q4 2024.

  • Savvy Advisors Inc reported no remaining VanEck IG Floating Rate ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 16,729 VanEck IG Floating Rate ETF shares in Q4 2024, an estimated $426K.
  • Savvy Advisors Inc first reported a position in VanEck IG Floating Rate ETF in Q4 2023 and held it in 4 quarters.
  • Savvy Advisors Inc's VanEck IG Floating Rate ETF position peaked at $682K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.