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Websterrogers Financial Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Websterrogers Financial Advisors’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
2022
Q2 		– Sell
-29,367
Closed -$738K – 61
2022
Q1 		$738K Buy
+29,367
New +$741K 0.38% 36

Other funds holding FLTR

VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Websterrogers Financial Advisors's FLTR Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2022, closing a stake of 29,367 shares — an estimated $738K sold.

Websterrogers Financial Advisors first reported a position in FLTR in Q1 2022 and held it in 1 quarter. The position peaked at $738K in Q1 2022. 146 funds tracked by Wall St. Rank hold FLTR as of Q2 2022.

  • Websterrogers Financial Advisors reported no remaining VanEck IG Floating Rate ETF position as of Q2 2022 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 29,367 VanEck IG Floating Rate ETF shares in Q2 2022, an estimated $738K.
  • Websterrogers Financial Advisors first reported a position in VanEck IG Floating Rate ETF in Q1 2022 and held it in 1 quarter.
  • Websterrogers Financial Advisors's VanEck IG Floating Rate ETF position peaked at $738K in Q1 2022.
  • 146 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.