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Wealthspire Advisors (New York)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q2 		– Sell
-33,850
Closed -$865K – 858
2025
Q1 		$865K Sell
33,850
-43,750
-56% -$1.12M 0.01% 405
2024
Q4 		$1.97M Buy
+77,600
New +$1.98M 0.02% 249

Other funds holding FLTR

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s FLTR Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2025, closing a stake of 33,850 shares — an estimated $865K sold.

Wealthspire Advisors (New York) first reported a position in FLTR in Q4 2024 and held it in 2 quarters. The position peaked at $1.97M in Q4 2024. 222 funds tracked by Wall St. Rank hold FLTR as of Q2 2025.

  • Wealthspire Advisors (New York) reported no remaining VanEck IG Floating Rate ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 33,850 VanEck IG Floating Rate ETF shares in Q2 2025, an estimated $865K.
  • Wealthspire Advisors (New York) first reported a position in VanEck IG Floating Rate ETF in Q4 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s VanEck IG Floating Rate ETF position peaked at $1.97M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.