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

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

Spire Wealth Management's FLTR Position: Q2 2026 in Review

Spire Wealth Management reduced its VanEck IG Floating Rate ETF (FLTR) stake by 21% in Q2 2026, selling an estimated $7.01K and leaving 1,022 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Spire Wealth Management first reported a position in FLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.2K in Q3 2025. 254 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Spire Wealth Management held 1,022 shares of VanEck IG Floating Rate ETF worth $26.2K as of Q2 2026.
Spire Wealth Management sold 275 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $7.01K.
VanEck IG Floating Rate ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1361 holding.
Spire Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q3 2024 and has held it in 8 quarters since.
Spire Wealth Management's VanEck IG Floating Rate ETF position peaked at $33.2K in Q3 2025.
254 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.