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Crestwood Advisors Group’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Crestwood Advisors Group’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
Q1 		$1.53M Buy
32,995
+5,671
+21% +$266K 0.03% 253
2025
Q4 		$1.29M Buy
27,324
+8,976
+49% +$425K 0.02% 256
2025
Q3 		$870K Buy
+18,348
New +$871K 0.01% 302

Other funds holding FLRT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crestwood Advisors Group's FLRT Position: Q1 2026 in Review

Crestwood Advisors Group increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 21% in Q1 2026, buying an estimated $266K and bringing the position to 32,995 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #253.

Crestwood Advisors Group first reported a position in FLRT in Q3 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

  • Crestwood Advisors Group held 32,995 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.53M as of Q1 2026.
  • Crestwood Advisors Group bought 5,671 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $266K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #253 holding.
  • Crestwood Advisors Group first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.