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Vise Technologies’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Vise Technologies’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
Q1 		$415K Hold
16,285
– – 0.01% 975
2025
Q4 		$415K Hold
16,285
– – 0.01% 981
2025
Q3 		$416K Buy
+16,285
New +$415K 0.02% 751

Other funds holding FLTR

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $371M AUM 28.69% 1-Year Est. Return

Vise Technologies's FLTR Position: Q1 2026 in Review

Vise Technologies held its VanEck IG Floating Rate ETF (FLTR) position steady in Q1 2026 at 16,285 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #975.

Vise Technologies first reported a position in FLTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $416K in Q3 2025. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

  • Vise Technologies held 16,285 shares of VanEck IG Floating Rate ETF worth $415K as of Q1 2026.
  • Vise Technologies left its VanEck IG Floating Rate ETF share count unchanged in Q1 2026.
  • VanEck IG Floating Rate ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #975 holding.
  • Vise Technologies first reported a position in VanEck IG Floating Rate ETF in Q3 2025 and has held it in 3 quarters since.
  • Vise Technologies's VanEck IG Floating Rate ETF position peaked at $416K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.