YDMI
FLTR icon

Y.D. More Investments’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Y.D. More Investments’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
Q4 		– Sell
-1,086
Closed -$27.8K – 494
2025
Q3 		$27.8K Hold
1,086
– – ﹤0.01% 327
2025
Q2 		$27.7K Hold
1,086
– – ﹤0.01% 336
2025
Q1 		$27.7K Hold
1,086
– – ﹤0.01% 342
2024
Q4 		$27.6K Hold
1,086
– – ﹤0.01% 325
2024
Q3 		$27.7K Hold
1,086
– – ﹤0.01% 318
2024
Q2 		$27.7K Hold
1,086
– – ﹤0.01% 329
2024
Q1 		$27.7K Hold
1,086
– – ﹤0.01% 273
2023
Q4 		$27.3K Hold
1,086
– – 0.01% 284
2023
Q3 		$27.5K Hold
1,086
– – 0.01% 274
2023
Q2 		$27.4K Hold
1,086
– – 0.01% 253
2023
Q1 		$27.1K Hold
1,086
– – 0.01% 258
2022
Q4 		$27K Buy
+1,086
New +$27K 0.01% 295

Other funds holding FLTR

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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
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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return