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Andrew Hill Investment Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Andrew Hill Investment Advisors’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
2024
Q3 		– Sell
-5,530
Closed -$263K – 54
2024
Q2 		$263K Buy
5,530
+315
+6% +$15K 0.22% 43
2024
Q1 		$248K Buy
5,215
+55
+1% +$2.61K 0.22% 44
2023
Q4 		$243K Buy
+5,160
New +$241K 0.25% 44

Other funds holding FLRT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Andrew Hill Investment Advisors's FLRT Position: Q3 2024 in Review

Andrew Hill Investment Advisors sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2024, closing a stake of 5,530 shares — an estimated $263K sold.

Andrew Hill Investment Advisors first reported a position in FLRT in Q4 2023 and held it in 3 quarters. The position peaked at $263K in Q2 2024. 77 funds tracked by Wall St. Rank hold FLRT as of Q3 2024.

  • Andrew Hill Investment Advisors reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Andrew Hill Investment Advisors sold 5,530 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2024, an estimated $263K.
  • Andrew Hill Investment Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q4 2023 and held it in 3 quarters.
  • Andrew Hill Investment Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $263K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2024.

Based on Andrew Hill Investment Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.