WealthPLAN Partners’s VanEck IG Floating Rate ETF FLTR Stock Holding History

WealthPLAN Partners’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	$1.84M	Sell	72,026 -23,833	-25%	-$608K	0.35%	70
2026 Q1	$2.44M	Sell	95,859 -22,322	-19%	-$570K	0.47%	54
2025 Q4	$3.01M	Sell	118,181 -13,648	-10%	-$348K	0.45%	59
2025 Q3	$3.37M	Buy	131,829 +1,171	+0.9%	+$29.9K	0.51%	53
2025 Q2	$3.33M	Sell	130,658 -47,898	-27%	-$1.21M	0.54%	49
2025 Q1	$4.56M	Buy	178,556 +685	+0.4%	+$17.5K	0.64%	46
2024 Q4	$4.53M	Buy	177,871 +7,106	+4%	+$181K	0.64%	46
2024 Q3	$4.35M	Buy	170,765 +3,684	+2%	+$93.6K	0.58%	58
2024 Q2	$4.26M	Sell	167,081 -8,086	-5%	-$206K	0.46%	63
2024 Q1	$4.47M	Sell	175,167 -10,851	-6%	-$275K	0.46%	72
2023 Q4	$4.68M	Sell	186,018 -1,351	-0.7%	-$34K	0.48%	65
2023 Q3	$4.74M	Buy	187,369 +63,857	+52%	+$1.61M	0.55%	57
2023 Q2	$3.12M	Sell	123,512 -76,945	-38%	-$1.93M	0.44%	62
2023 Q1	$5.01M	Sell	200,457 -333,587	-62%	-$8.37M	0.57%	51
2022 Q4	$13.5M	Buy	+534,044	New	+$13.3M	0.94%	41

Other funds holding FLTR

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

PWPS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return

WealthPLAN Partners's FLTR Position: Q2 2026 in Review

WealthPLAN Partners reduced its VanEck IG Floating Rate ETF (FLTR) stake by 25% in Q2 2026, selling an estimated $608K and leaving 72,026 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #70.

WealthPLAN Partners first reported a position in FLTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q4 2022. 253 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

WealthPLAN Partners held 72,026 shares of VanEck IG Floating Rate ETF worth $1.84M as of Q2 2026.
WealthPLAN Partners sold 23,833 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $608K.
VanEck IG Floating Rate ETF made up 0.35% of WealthPLAN Partners's portfolio in Q2 2026, its #70 holding.
WealthPLAN Partners first reported a position in VanEck IG Floating Rate ETF in Q4 2022 and has held it in 15 quarters since.
WealthPLAN Partners's VanEck IG Floating Rate ETF position peaked at $13.5M in Q4 2022.
253 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.