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 Q3	$9.8M	Buy	211,623 +135,882	+179%	+$6.35M	4.68%	3
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

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sidoxia Capital Management Newport Beach, California $142M AUM

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Client First Investment Management's FLRT Position: Q3 2026 in Review

Client First Investment Management increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 179% in Q3 2026, buying an estimated $6.35M and bringing the position to 211,623 shares worth $9.8M. The position accounts for 4.68% of the portfolio, ranked #3.

Client First Investment Management first reported a position in FLRT in Q1 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

Client First Investment Management held 211,623 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $9.8M as of Q3 2026.
Client First Investment Management bought 135,882 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $6.35M.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 4.68% of Client First Investment Management's portfolio in Q3 2026, its #3 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 8 quarters since.
72 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.