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SeaCrest Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-624
Closed -$15K – 921
2022
Q2 		$15K Buy
+624
New +$15.6K ﹤0.01% 1604

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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

SeaCrest Wealth Management's FLTR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q3 2022, closing a stake of 624 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in FLTR in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 148 funds tracked by Wall St. Rank hold FLTR as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining VanEck IG Floating Rate ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 624 VanEck IG Floating Rate ETF shares in Q3 2022, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's VanEck IG Floating Rate ETF position peaked at $15K in Q2 2022.
  • 148 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.