Accurate Wealth Management
FLRT icon

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
Q3 		$1.08M Buy
23,276
+686
+3% +$32.1K 0.09% 214
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sidoxia Capital Management
Sidoxia Capital Management Newport Beach, California $142M AUM
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Accurate Wealth Management's FLRT Position: Q3 2026 in Review

Accurate Wealth Management increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 3% in Q3 2026, buying an estimated $32.1K and bringing the position to 23,276 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #214.

Accurate Wealth Management first reported a position in FLRT in Q1 2025 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

  • Accurate Wealth Management held 23,276 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.08M as of Q3 2026.
  • Accurate Wealth Management bought 686 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $32.1K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #214 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 7 quarters since.
  • 81 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.