Third View Private Wealth’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Third View Private Wealth’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	$265K	Buy	+10,356	New	+$265K	0.03%	240

Other funds holding FLTR

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

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 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

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Deseret Mutual Benefit Administrators Salt Lake City, Utah $289M AUM 30.01% 1-Year Est. Return

Third View Private Wealth's FLTR Position: Q3 2026 in Review

Third View Private Wealth opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q3 2026: 10,356 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings.

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

Third View Private Wealth held 10,356 shares of VanEck IG Floating Rate ETF worth $265K as of Q3 2026.
VanEck IG Floating Rate ETF was a new Third View Private Wealth position in Q3 2026.
VanEck IG Floating Rate ETF made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #240 holding.
164 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.