J. M. Brown & Associates Inc.’s VanEck IG Floating Rate ETF FLTR Stock Holding History

J. M. Brown & Associates Inc.’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	$3.37M	Buy	+131,784	New	+$3.36M	1.93%	11

Other funds holding FLTR

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

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

J. M. Brown & Associates Inc.'s FLTR Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 131,784 shares worth $3.37M. The stake represents 1.93% of the portfolio and ranks #11 among its holdings.

65 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

J. M. Brown & Associates Inc. held 131,784 shares of VanEck IG Floating Rate ETF worth $3.37M as of Q2 2026.
VanEck IG Floating Rate ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
VanEck IG Floating Rate ETF made up 1.93% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #11 holding.
65 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.