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Strategic Wealth Partners’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Strategic Wealth Partners’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$1.65K – 1555
2025
Q3 		$1.65K Buy
+32
New +$1.65K ﹤0.01% 1183

Other funds holding TFLR

IWS
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

Strategic Wealth Partners's TFLR Position: Q4 2025 in Review

Strategic Wealth Partners sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q4 2025, closing a stake of 32 shares — an estimated $1.65K sold.

Strategic Wealth Partners first reported a position in TFLR in Q3 2025 and held it in 1 quarter. The position peaked at $1.65K in Q3 2025. 84 funds tracked by Wall St. Rank hold TFLR as of Q4 2025.

  • Strategic Wealth Partners reported no remaining T. Rowe Price Floating Rate ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 32 T. Rowe Price Floating Rate ETF shares in Q4 2025, an estimated $1.65K.
  • Strategic Wealth Partners first reported a position in T. Rowe Price Floating Rate ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's T. Rowe Price Floating Rate ETF position peaked at $1.65K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.