Bank of Montreal
FLRT icon

Bank of Montreal’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-23,426
Closed -$1.08M – 4089
2023
Q3 		$1.08M Buy
+23,426
New +$1.09M ﹤0.01% 2017

Other funds holding FLRT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal's FLRT Position: Q4 2023 in Review

Bank of Montreal sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q4 2023, closing a stake of 23,426 shares — an estimated $1.08M sold.

Bank of Montreal first reported a position in FLRT in Q3 2023 and held it in 1 quarter. The position peaked at $1.08M in Q3 2023. 36 funds tracked by Wall St. Rank hold FLRT as of Q4 2023.

  • Bank of Montreal reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 23,426 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q4 2023, an estimated $1.08M.
  • Bank of Montreal first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.08M in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.