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Vista Investment Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Vista Investment Management’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 		$8.47M Buy
332,228
+5,121
+2% +$131K 2.82% 4
2025
Q4 		$8.33M Buy
327,107
+41,925
+15% +$1.07M 2.75% 5
2025
Q3 		$7.29M Buy
285,182
+29,664
+12% +$757K 2.54% 7
2025
Q2 		$6.52M Buy
255,518
+18,862
+8% +$478K 2.42% 7
2025
Q1 		$6.05M Buy
236,656
+15,098
+7% +$385K 2.36% 7
2024
Q4 		$5.64M Buy
221,558
+15,294
+7% +$389K 2.14% 8
2024
Q3 		$5.25M Sell
206,264
-886
-0.4% -$22.5K 1.98% 10
2024
Q2 		$5.28M Sell
207,150
-15,126
-7% -$385K 2.14% 7
2024
Q1 		$5.67M Buy
222,276
+40,235
+22% +$1.02M 2.31% 6
2023
Q4 		$4.58M Buy
182,041
+37,204
+26% +$937K 2.13% 8
2023
Q3 		$3.66M Buy
144,837
+8,709
+6% +$220K 1.92% 9
2023
Q2 		$3.44M Sell
136,128
-45,289
-25% -$1.14M 1.74% 10
2023
Q1 		$4.53M Sell
181,417
-68,684
-27% -$1.72M 2.39% 4
2022
Q4 		$6.22M Sell
250,101
-4,064
-2% -$101K 3.55% 1
2022
Q3 		$6.31M Sell
254,165
-12,534
-5% -$311K 3.89% 1
2022
Q2 		$6.58M Buy
266,699
+3,264
+1% +$81.5K 3.98% 1
2022
Q1 		$6.61M Buy
263,435
+35,655
+16% +$899K 3.62% 1
2021
Q4 		$5.76M Buy
227,780
+57,658
+34% +$1.46M 3.12% 2
2021
Q3 		$4.32M Buy
170,122
+22,825
+15% +$579K 2.53% 5
2021
Q2 		$3.74M Buy
147,297
+44,607
+43% +$1.13M 2.2% 8
2021
Q1 		$2.61M Buy
102,690
+30,462
+42% +$773K 1.62% 13
2020
Q4 		$1.83M Buy
72,228
+17,905
+33% +$452K 1.22% 23
2020
Q3 		$1.37M Buy
+54,323
New +$1.37M 1.04% 33

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $430M AUM 46.13% 1-Year Est. Return

Vista Investment Management's FLTR Position: Q1 2026 in Review

Vista Investment Management increased its VanEck IG Floating Rate ETF (FLTR) stake by 1.6% in Q1 2026, buying an estimated $131K and bringing the position to 332,228 shares worth $8.47M. The position accounts for 2.82% of the portfolio, ranked #4.

Vista Investment Management first reported a position in FLTR in Q3 2020 and has held it in 23 quarters since. 248 funds tracked by Wall St. Rank hold FLTR as of Q1 2026.

  • Vista Investment Management held 332,228 shares of VanEck IG Floating Rate ETF worth $8.47M as of Q1 2026.
  • Vista Investment Management bought 5,121 VanEck IG Floating Rate ETF shares in Q1 2026, an estimated $131K.
  • VanEck IG Floating Rate ETF made up 2.82% of Vista Investment Management's portfolio in Q1 2026, its #4 holding.
  • Vista Investment Management first reported a position in VanEck IG Floating Rate ETF in Q3 2020 and has held it in 23 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.