BRWA
FLRT icon

B. Riley Wealth Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

B. Riley Wealth 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
2026
Q2 		$736K Buy
15,778
+285
+2% +$13.3K 0.04% 378
2026
Q1 		$716K Buy
15,493
+8
+0.1% +$375 0.05% 361
2025
Q4 		$730K Sell
15,485
-6
-0% -$284 0.03% 410
2025
Q3 		$734K Sell
15,491
-1,936
-11% -$91.9K 0.03% 416
2025
Q2 		$830K Buy
+17,427
New +$818K 0.04% 395
2024
Q4 		$547K Buy
11,407
+2,120
+23% +$101K 0.02% 665
2024
Q3 		$445K Buy
+9,287
New +$443K 0.01% 782

Other funds holding FLRT

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

B. Riley Wealth Advisors's FLRT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 1.8% in Q2 2026, buying an estimated $13.3K and bringing the position to 15,778 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #378.

B. Riley Wealth Advisors first reported a position in FLRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $830K in Q2 2025. 29 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • B. Riley Wealth Advisors held 15,778 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $736K as of Q2 2026.
  • B. Riley Wealth Advisors bought 285 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $13.3K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • B. Riley Wealth Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and has held it in 7 quarters since.
  • B. Riley Wealth Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $830K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.