CPC
FLRT icon

Consolidated Planning Corp’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-103,280
Closed -$4.92M – 204
2025
Q2 		$4.92M Sell
103,280
-15,204
-13% -$714K 0.62% 56
2025
Q1 		$5.58M Buy
+118,484
New +$5.63M 0.77% 43

Other funds holding FLRT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Consolidated Planning Corp's FLRT Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2025, closing a stake of 103,280 shares — an estimated $4.92M sold.

Consolidated Planning Corp first reported a position in FLRT in Q1 2025 and held it in 2 quarters. The position peaked at $5.58M in Q1 2025. 104 funds tracked by Wall St. Rank hold FLRT as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 103,280 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2025, an estimated $4.92M.
  • Consolidated Planning Corp first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2025 and held it in 2 quarters.
  • Consolidated Planning Corp's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $5.58M in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.