Avantax Advisory Services’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Avantax Advisory Services’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	$11.6M	Buy	243,483 +1,195	+0.5%	+$56.1K	0.06%	243
2025 Q1	$11.4M	Buy	242,288 +87,300	+56%	+$4.15M	0.07%	216
2024 Q4	$7.37M	Buy	154,988 +29,049	+23%	+$1.39M	0.05%	297
2024 Q3	$5.98M	Buy	125,939 +34,411	+38%	+$1.64M	0.04%	342
2024 Q2	$4.35M	Buy	91,528 +7,949	+10%	+$379K	0.03%	414
2024 Q1	$3.98M	Buy	83,579 +1,657	+2%	+$78.5K	0.04%	358
2023 Q4	$3.86M	Buy	81,922 +8,955	+12%	+$418K	0.04%	327
2023 Q3	$3.41M	Buy	72,967 +10,564	+17%	+$492K	0.04%	331
2023 Q2	$2.87M	Sell	62,403 -2,482	-4%	-$113K	0.03%	364
2023 Q1	$2.94M	Buy	64,885 +8,591	+15%	+$392K	0.04%	352
2022 Q4	$2.52M	Sell	56,294 -3,967	-7%	-$177K	0.03%	361
2022 Q3	$2.65M	Buy	60,261 +294	+0.5%	+$13.3K	0.04%	323
2022 Q2	$2.69M	Buy	+59,967	New	+$2.81M	0.04%	316

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avantax Advisory Services's FLRT Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 0.49% in Q2 2025, buying an estimated $56.1K and bringing the position to 243,483 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #243.

Avantax Advisory Services first reported a position in FLRT in Q2 2022 and has held it in 13 quarters since. 100 funds tracked by Wall St. Rank hold FLRT as of Q2 2025.

Avantax Advisory Services held 243,483 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $11.6M as of Q2 2025.
Avantax Advisory Services bought 1,195 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2025, an estimated $56.1K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #243 holding.
Avantax Advisory Services first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q2 2022 and has held it in 13 quarters since.
100 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.