WP
FLTR icon

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

WealthShield 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
Q1 		$5.33M Buy
209,139
+10,177
+5% +$260K 0.59% 45
2025
Q4 		$5.07M Sell
198,962
-132,322
-40% -$3.37M 0.56% 52
2025
Q3 		$8.47M Sell
331,284
-5,281
-2% -$135K 0.96% 25
2025
Q2 		$8.58M Sell
336,565
-50,282
-13% -$1.28M 1.04% 22
2025
Q1 		$9.88M Buy
386,847
+7,610
+2% +$194K 1.27% 17
2024
Q4 		$9.65M Buy
379,237
+321,649
+559% +$8.19M 1.37% 15
2024
Q3 		$1.47M Sell
57,588
-50,453
-47% -$1.28M 0.2% 124
2024
Q2 		$2.76M Buy
108,041
+103,141
+2,105% +$2.62M 0.42% 70
2024
Q1 		$125K Buy
4,900
+2,500
+104% +$63.4K 0.02% 300
2023
Q4 		$60.4K Buy
+2,400
New +$60.4K 0.01% 351

Other funds holding FLTR

LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $564B 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 $371M AUM 28.69% 1-Year Est. Return