Ted Buchan & Co’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Ted Buchan & Co’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 Q3	$619K	Buy	+24,200	New	+$619K	0.2%	66

Other funds holding FLTR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ted Buchan & Co's FLTR Position: Q3 2026 in Review

Ted Buchan & Co opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q3 2026: 24,200 shares worth $619K. The stake represents 0.2% of the portfolio and ranks #66 among its holdings.

197 funds tracked by Wall St. Rank hold FLTR as of Q3 2026.

Ted Buchan & Co held 24,200 shares of VanEck IG Floating Rate ETF worth $619K as of Q3 2026.
VanEck IG Floating Rate ETF was a new Ted Buchan & Co position in Q3 2026.
VanEck IG Floating Rate ETF made up 0.2% of Ted Buchan & Co's portfolio in Q3 2026, its #66 holding.
197 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.