Security National Bank’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Security National Bank’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	$1.59K	Hold	62	–	–	﹤0.01%	376
2026 Q1	$1.58K	Buy	+62	New	+$1.58K	﹤0.01%	387

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

Security National Bank's FLTR Position: Q2 2026 in Review

Security National Bank held its VanEck IG Floating Rate ETF (FLTR) position steady in Q2 2026 at 62 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Security National Bank first reported a position in FLTR in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Security National Bank held 62 shares of VanEck IG Floating Rate ETF worth $1.59K as of Q2 2026.
Security National Bank left its VanEck IG Floating Rate ETF share count unchanged in Q2 2026.
VanEck IG Floating Rate ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #376 holding.
Security National Bank first reported a position in VanEck IG Floating Rate ETF in Q1 2026 and has held it in 2 quarters since.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.