Steward Partners Investment Advisory’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-550	Closed	-$14K	–	4738
2026 Q1	$14K	Hold	550	–	–	﹤0.01%	3403
2025 Q4	$14K	Hold	550	–	–	﹤0.01%	3295
2025 Q3	$14.1K	Buy	+550	New	+$14K	﹤0.01%	3247
2024 Q3	–	Sell	-529	Closed	-$13.5K	–	3782
2024 Q2	$13.5K	Hold	529	–	–	﹤0.01%	2689
2024 Q1	$13.5K	Hold	529	–	–	﹤0.01%	2691
2023 Q4	$13.3K	Hold	529	–	–	﹤0.01%	2577
2023 Q3	$13.4K	Buy	+529	New	+$13.3K	﹤0.01%	2472
2022 Q1	–	Sell	-49	Closed	-$1K	–	3312
2021 Q4	$1K	Hold	49	–	–	﹤0.01%	3087
2021 Q3	$1K	Hold	49	–	–	﹤0.01%	3064
2021 Q2	$1K	Sell	49 -69	-58%	-$1.75K	﹤0.01%	6956
2021 Q1	$3K	Sell	118 -54	-31%	-$1.37K	﹤0.01%	3140
2020 Q4	$4K	Hold	172	–	–	﹤0.01%	2561
2020 Q3	$4K	Sell	172 -129	-43%	-$3.25K	﹤0.01%	2424
2020 Q2	$8K	Hold	301	–	–	﹤0.01%	2118
2020 Q1	$7K	Sell	301 -47	-14%	-$1.16K	﹤0.01%	1960
2019 Q4	$8K	Hold	348	–	–	﹤0.01%	2090
2019 Q3	$8K	Buy	+348	New	+$8.77K	﹤0.01%	2085

Other funds holding FLTR

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

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

IWS

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Steward Partners Investment Advisory's FLTR Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2026, closing a stake of 550 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in FLTR in Q3 2019 and held it in 17 quarters. The position peaked at $14.1K in Q3 2025. 210 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Steward Partners Investment Advisory reported no remaining VanEck IG Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 550 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $14K.
Steward Partners Investment Advisory first reported a position in VanEck IG Floating Rate ETF in Q3 2019 and held it in 17 quarters.
Steward Partners Investment Advisory's VanEck IG Floating Rate ETF position peaked at $14.1K in Q3 2025.
210 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.