VisionPoint Advisory Group
FLRN icon

VisionPoint Advisory Group’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

VisionPoint Advisory Group’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-44,184
Closed -$1.36M – 483
2026
Q2 		$1.36M Buy
+44,184
New +$1.36M 0.22% 107
2024
Q3 		– Sell
-23
Closed -$710 – 430
2024
Q2 		$710 Buy
+23
New +$708 ﹤0.01% 734

Other funds holding FLRN

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

VisionPoint Advisory Group's FLRN Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q3 2026, closing a stake of 44,184 shares — an estimated $1.36M sold.

VisionPoint Advisory Group first reported a position in FLRN in Q2 2024 and held it in 2 quarters. The position peaked at $1.36M in Q2 2026. 56 funds tracked by Wall St. Rank hold FLRN as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 44,184 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q3 2026, an estimated $1.36M.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q2 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $1.36M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.