SignalPoint Asset Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

SignalPoint Asset 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 Q2	–	Sell	-10,144	Closed	-$255K	–	220
2022 Q1	$255K	Buy	+10,144	New	+$256K	0.08%	191
2020 Q4	–	Sell	-8,146	Closed	-$205K	–	203
2020 Q3	$205K	Sell	8,146 -172	-2%	-$4.33K	0.09%	186
2020 Q2	$208K	Sell	8,318 -2,237	-21%	-$55.2K	0.09%	172
2020 Q1	$249K	Buy	+10,555	New	+$261K	0.13%	145

Other funds holding FLTR

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

SignalPoint Asset Management's FLTR Position: Q2 2022 in Review

SignalPoint Asset Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2022, closing a stake of 10,144 shares — an estimated $255K sold.

SignalPoint Asset Management first reported a position in FLTR in Q1 2020 and held it in 4 quarters. The position peaked at $255K in Q1 2022. 146 funds tracked by Wall St. Rank hold FLTR as of Q2 2022.

SignalPoint Asset Management reported no remaining VanEck IG Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
SignalPoint Asset Management sold 10,144 VanEck IG Floating Rate ETF shares in Q2 2022, an estimated $255K.
SignalPoint Asset Management first reported a position in VanEck IG Floating Rate ETF in Q1 2020 and held it in 4 quarters.
SignalPoint Asset Management's VanEck IG Floating Rate ETF position peaked at $255K in Q1 2022.
146 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2022.

Based on SignalPoint Asset Management's 13F filing for Q2 2022, filed 25 Jul 2022.