Client First Investment Management’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Client First Investment Management’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	$3.53M	Buy	+75,741	New	+$3.54M	1.49%	9
2026 Q1	–	Sell	-11,432	Closed	-$539K	–	19
2025 Q4	$539K	Sell	11,432 -89	-0.8%	-$4.21K	0.28%	21
2025 Q3	$546K	Buy	+11,521	New	+$547K	0.28%	31
2025 Q1	–	Sell	-135,946	Closed	-$6.46M	–	17
2024 Q4	$6.46M	Buy	135,946 +12,358	+10%	+$589K	4.15%	3
2024 Q3	$5.87M	Sell	123,588 -50,000	-29%	-$2.38M	4.49%	3
2024 Q2	$8.25M	Buy	173,588 +80,012	+86%	+$3.82M	6.41%	3
2024 Q1	$4.45M	Buy	+93,576	New	+$4.44M	3.53%	4

Other funds holding FLRT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

SCM

Sidoxia Capital Management Newport Beach, California $136M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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

Client First Investment Management's FLRT Position: Q2 2026 in Review

Client First Investment Management opened a new position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q2 2026: 75,741 shares worth $3.53M. The stake represents 1.49% of the portfolio and ranks #9 among its holdings. This is a return to the name: Client First Investment Management previously reported a position in FLRT as recently as Q4 2025.

Client First Investment Management first reported a position in FLRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.25M in Q2 2024. 60 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

Client First Investment Management held 75,741 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.53M as of Q2 2026.
Pacer Aristotle Pacific Floating Rate High Income ETF was a new Client First Investment Management position in Q2 2026.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 1.49% of Client First Investment Management's portfolio in Q2 2026, its #9 holding.
Client First Investment Management first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2024 and has held it in 7 quarters since.
Client First Investment Management's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $8.25M in Q2 2024.
60 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.