WA
FLTR icon

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

WESPAC 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
2026
Q2 		$1M Buy
39,110
+6,335
+19% +$162K 0.49% 62
2026
Q1 		$835K Buy
32,775
+22,824
+229% +$582K 0.46% 66
2025
Q4 		$254K Buy
+9,951
New +$254K 0.14% 148

Other funds holding FLTR

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
FC
Fusion Capital Mt. Pleasant, South Carolina $430M AUM 46.13% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LBC
Lane Brothers & Co Prescott, Arizona $153M AUM
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WESPAC Advisors's FLTR Position: Q2 2026 in Review

WESPAC Advisors increased its VanEck IG Floating Rate ETF (FLTR) stake by 19% in Q2 2026, buying an estimated $162K and bringing the position to 39,110 shares worth $1M. The position accounts for 0.49% of the portfolio, ranked #62.

WESPAC Advisors first reported a position in FLTR in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold FLTR as of Q2 2026.

  • WESPAC Advisors held 39,110 shares of VanEck IG Floating Rate ETF worth $1M as of Q2 2026.
  • WESPAC Advisors bought 6,335 VanEck IG Floating Rate ETF shares in Q2 2026, an estimated $162K.
  • VanEck IG Floating Rate ETF made up 0.49% of WESPAC Advisors's portfolio in Q2 2026, its #62 holding.
  • WESPAC Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.