Spire Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Spire Wealth 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
2026 Q2	$26.2K	Sell	1,022 -275	-21%	-$7.01K	﹤0.01%	1361
2026 Q1	$33K	Hold	1,297	–	–	﹤0.01%	1285
2025 Q4	$33K	Hold	1,297	–	–	﹤0.01%	1313
2025 Q3	$33.2K	Hold	1,297	–	–	﹤0.01%	1359
2025 Q2	$33.1K	Buy	1,297 +1,185	+1,058%	+$30.1K	﹤0.01%	1348
2025 Q1	$2.86K	Hold	112	–	–	﹤0.01%	2201
2024 Q4	$2.85K	Hold	112	–	–	﹤0.01%	2175
2024 Q3	$2.85K	Buy	+112	New	+$2.85K	﹤0.01%	1931

Other funds holding FLTR

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return