Waterloo Capital’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Waterloo Capital’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
2020 Q1	$279K	Buy	+11,793	New	+$292K	0.2%	111

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $615M AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Waterloo Capital's FLTR Position: Q1 2020 in Review

Waterloo Capital opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q1 2020: 11,793 shares worth $279K. The stake represents 0.2% of the portfolio and ranks #111 among its holdings.

90 funds tracked by Wall St. Rank hold FLTR as of Q1 2020.

Waterloo Capital held 11,793 shares of VanEck IG Floating Rate ETF worth $279K as of Q1 2020.
VanEck IG Floating Rate ETF was a new Waterloo Capital position in Q1 2020.
VanEck IG Floating Rate ETF made up 0.2% of Waterloo Capital's portfolio in Q1 2020, its #111 holding.
90 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.