Sequoia Financial Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Sequoia Financial 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	–	Sell	-13,362	Closed	-$340K	–	2200
2026 Q1	$340K	Buy	13,362 +4,002	+43%	+$102K	﹤0.01%	1491
2025 Q4	$238K	Buy	9,360 +238	+3%	+$6.07K	﹤0.01%	1708
2025 Q3	$233K	Sell	9,122 -48	-0.5%	-$1.22K	﹤0.01%	1537
2025 Q2	$234K	Buy	+9,170	New	+$233K	﹤0.01%	1403

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

Sequoia Financial Advisors's FLTR Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2026, closing a stake of 13,362 shares — an estimated $340K sold.

Sequoia Financial Advisors first reported a position in FLTR in Q2 2025 and held it in 4 quarters. The position peaked at $340K in Q1 2026. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Sequoia Financial Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 13,362 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $340K.
Sequoia Financial Advisors first reported a position in VanEck IG Floating Rate ETF in Q2 2025 and held it in 4 quarters.
Sequoia Financial Advisors's VanEck IG Floating Rate ETF position peaked at $340K in Q1 2026.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.