WWM
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WT Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

WT Wealth Management’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
2020
Q1 		– Sell
-9,280
Closed -$234K – 71
2019
Q4 		$234K Buy
+9,280
New +$235K 0.18% 83

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
ATFA
All Terrain Financial Advisors Coon Rapids, Minnesota $615M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

WT Wealth Management's FLTR Position: Q1 2020 in Review

WT Wealth Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q1 2020, closing a stake of 9,280 shares — an estimated $234K sold.

WT Wealth Management first reported a position in FLTR in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 90 funds tracked by Wall St. Rank hold FLTR as of Q1 2020.

  • WT Wealth Management reported no remaining VanEck IG Floating Rate ETF position as of Q1 2020 after selling out during the quarter.
  • WT Wealth Management sold 9,280 VanEck IG Floating Rate ETF shares in Q1 2020, an estimated $234K.
  • WT Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q4 2019 and held it in 1 quarter.
  • WT Wealth Management's VanEck IG Floating Rate ETF position peaked at $234K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.