Strategic Blueprint’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Strategic Blueprint’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
2019 Q4	–	Sell	-199	Closed	-$5K	–	206
2019 Q3	$5K	Buy	+199	New	+$5.02K	﹤0.01%	356

Other funds holding FLTR

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RWA

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

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Strategic Blueprint's FLTR Position: Q4 2019 in Review

Strategic Blueprint sold out of VanEck IG Floating Rate ETF (FLTR) in Q4 2019, closing a stake of 199 shares — an estimated $5K sold.

Strategic Blueprint first reported a position in FLTR in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 100 funds tracked by Wall St. Rank hold FLTR as of Q4 2019.

Strategic Blueprint reported no remaining VanEck IG Floating Rate ETF position as of Q4 2019 after selling out during the quarter.
Strategic Blueprint sold 199 VanEck IG Floating Rate ETF shares in Q4 2019, an estimated $5K.
Strategic Blueprint first reported a position in VanEck IG Floating Rate ETF in Q3 2019 and held it in 1 quarter.
Strategic Blueprint's VanEck IG Floating Rate ETF position peaked at $5K in Q3 2019.
100 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.