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ShoreHaven Wealth Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

ShoreHaven Wealth Partners’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
2025
Q2 		– Sell
-9,581
Closed -$245K – 99
2025
Q1 		$245K Sell
9,581
-18,592
-66% -$474K 0.12% 82
2024
Q4 		$717K Buy
28,173
+16,348
+138% +$416K 0.34% 49
2024
Q3 		$301K Buy
+11,825
New +$300K 0.15% 73

Other funds holding FLTR

Wealthfront Advisers
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's FLTR Position: Q2 2025 in Review

ShoreHaven Wealth Partners sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 9,581 shares — an estimated $245K sold.

ShoreHaven Wealth Partners first reported a position in FLTR in Q3 2024 and held it in 3 quarters. The position peaked at $717K in Q4 2024. 224 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • ShoreHaven Wealth Partners reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 9,581 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $245K.
  • ShoreHaven Wealth Partners first reported a position in VanEck IG Floating Rate ETF in Q3 2024 and held it in 3 quarters.
  • ShoreHaven Wealth Partners's VanEck IG Floating Rate ETF position peaked at $717K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.