Smart Money Group’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Smart Money Group’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	-14,240	Closed	-$357K	–	51
2022 Q1	$357K	Buy	14,240 +2,075	+17%	+$52.3K	0.24%	46
2021 Q4	$307K	Sell	12,165 -1,441	-11%	-$36.5K	0.2%	57
2021 Q3	$346K	Buy	+13,606	New	+$345K	0.25%	50
2021 Q2	–	Sell	-15,484	Closed	-$393K	–	56
2021 Q1	$393K	Buy	15,484 +1,533	+11%	+$38.9K	0.33%	45
2020 Q4	$353K	Buy	+13,951	New	+$352K	0.3%	41

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

Smart Money Group's FLTR Position: Q2 2022 in Review

Smart Money Group sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2022, closing a stake of 14,240 shares — an estimated $357K sold.

Smart Money Group first reported a position in FLTR in Q4 2020 and held it in 5 quarters. The position peaked at $393K in Q1 2021. 146 funds tracked by Wall St. Rank hold FLTR as of Q2 2022.

Smart Money Group reported no remaining VanEck IG Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
Smart Money Group sold 14,240 VanEck IG Floating Rate ETF shares in Q2 2022, an estimated $357K.
Smart Money Group first reported a position in VanEck IG Floating Rate ETF in Q4 2020 and held it in 5 quarters.
Smart Money Group's VanEck IG Floating Rate ETF position peaked at $393K in Q1 2021.
146 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2022.

Based on Smart Money Group's 13F filing for Q2 2022, filed 14 Jul 2022.