Atria Wealth Solutions’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$7.84M	Sell	164,745 -73,869	-31%	-$3.47M	0.18%	134
2025 Q1	$11.2M	Buy	238,614 +41,433	+21%	+$1.97M	0.14%	161
2024 Q4	$9.44M	Buy	197,181 +19,345	+11%	+$923K	0.1%	201
2024 Q3	$8.51M	Buy	177,836 +13,836	+8%	+$659K	0.09%	222
2024 Q2	$7.86M	Buy	164,000 +7,723	+5%	+$369K	0.09%	234
2024 Q1	$7.43M	Buy	156,277 +91,898	+143%	+$4.36M	0.08%	253
2023 Q4	$3.06M	Buy	64,379 +56,649	+733%	+$2.65M	0.04%	461
2023 Q3	$361K	Sell	7,730 -2,110	-21%	-$98.3K	0.01%	1297
2023 Q2	$452K	Sell	9,840 -1,180	-11%	-$53.9K	0.01%	1208
2023 Q1	$499K	Sell	11,020 -1,709	-13%	-$77.9K	0.01%	1139
2022 Q4	$570K	Sell	12,729 -2,700	-17%	-$120K	0.01%	1007
2022 Q3	$680K	Sell	15,429 -718	-4%	-$32.6K	0.01%	872
2022 Q2	$723K	Buy	+16,147	New	+$756K	0.01%	830

Other funds holding FLRT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Atria Wealth Solutions's FLRT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 31% in Q2 2025, selling an estimated $3.47M and leaving 164,745 shares worth $7.84M. The position accounts for 0.18% of the portfolio, ranked #134.

Atria Wealth Solutions first reported a position in FLRT in Q2 2022 and has held it in 13 quarters since. The position peaked at $11.2M in Q1 2025. 100 funds tracked by Wall St. Rank hold FLRT as of Q2 2025.

Atria Wealth Solutions held 164,745 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $7.84M as of Q2 2025.
Atria Wealth Solutions sold 73,869 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2025, an estimated $3.47M.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #134 holding.
Atria Wealth Solutions first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $11.2M in Q1 2025.
100 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.