Wealth Enhancement Advisory Services’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$235K	Buy	+9,185	New	+$234K	﹤0.01%	3441
2026 Q1	–	Sell	-25,140	Closed	-$641K	–	3695
2025 Q4	$641K	Sell	25,140 -25,585	-50%	-$652K	﹤0.01%	2291
2025 Q3	$1.29M	Buy	+50,725	New	+$1.29M	﹤0.01%	1708
2024 Q3	–	Sell	-13,893	Closed	-$354K	–	2841
2024 Q2	$354K	Buy	+13,893	New	+$353K	﹤0.01%	1869

Other funds holding FLTR

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q2 2026: 9,185 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #3441 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FLTR as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in FLTR in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.29M in Q3 2025. 35 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

Wealth Enhancement Advisory Services held 9,185 shares of VanEck IG Floating Rate ETF worth $235K as of Q2 2026.
VanEck IG Floating Rate ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
VanEck IG Floating Rate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3441 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck IG Floating Rate ETF in Q2 2024 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's VanEck IG Floating Rate ETF position peaked at $1.29M in Q3 2025.
35 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.