BFAI
TFLR icon

Bridgelight Financial Advisors, Inc.’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Bridgelight Financial Advisors, Inc.’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05M Buy
139,845
+27,303
+24% +$1.39M 4.83% 9
2026
Q1 		$5.67M Buy
112,542
+3,200
+3% +$163K 4.8% 10
2025
Q4 		$5.62M Buy
+109,342
New +$5.62M 4.79% 10

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s TFLR Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 24% in Q2 2026, buying an estimated $1.39M and bringing the position to 139,845 shares worth $7.05M. The position accounts for 4.83% of the portfolio, ranked #9.

Bridgelight Financial Advisors, Inc. first reported a position in TFLR in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 139,845 shares of T. Rowe Price Floating Rate ETF worth $7.05M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 27,303 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $1.39M.
  • T. Rowe Price Floating Rate ETF made up 4.83% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #9 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in T. Rowe Price Floating Rate ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.