Accurate Wealth Management’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Accurate Wealth Management’s Portfolio FLRT Stock Details FLRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	22,590 +10,527	+87%	+$492K	0.1%	215
2026 Q1	$560K	Buy	12,063 +1,818	+18%	+$85.1K	0.07%	294
2025 Q4	$485K	Hold	10,245	–	–	0.06%	308
2025 Q3	$485K	Buy	10,245 +1,580	+18%	+$75K	0.06%	299
2025 Q2	$412K	Buy	8,665 +2,600	+43%	+$122K	0.06%	294
2025 Q1	$278K	Buy	+6,065	New	+$288K	0.05%	302

Other funds holding FLRT

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Accurate Wealth Management's FLRT Position: Q2 2026 in Review

Accurate Wealth Management increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 87% in Q2 2026, buying an estimated $492K and bringing the position to 22,590 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #215.

Accurate Wealth Management first reported a position in FLRT in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

Accurate Wealth Management held 22,590 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.06M as of Q2 2026.
Accurate Wealth Management bought 10,527 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $492K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.1% of Accurate Wealth Management's portfolio in Q2 2026, its #215 holding.
Accurate Wealth Management first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.