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Foundations Investment Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Foundations Investment Advisors’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 		$27.4M Sell
591,845
-4,568
-0.8% -$214K 0.34% 71
2025
Q4 		$28.1M Sell
596,413
-119,206
-17% -$5.64M 0.37% 65
2025
Q3 		$33.9M Sell
715,619
-85,780
-11% -$4.07M 0.49% 54
2025
Q2 		$38.1M Sell
801,399
-148,731
-16% -$6.98M 0.6% 47
2025
Q1 		$44.7M Buy
950,130
+76,572
+9% +$3.64M 0.83% 27
2024
Q4 		$41.5M Buy
873,558
+57,215
+7% +$2.73M 0.8% 31
2024
Q3 		$38.8M Buy
816,343
+26,439
+3% +$1.26M 0.81% 28
2024
Q2 		$37.6M Buy
789,904
+189,277
+32% +$9.04M 0.91% 27
2024
Q1 		$28.6M Buy
600,627
+81,569
+16% +$3.87M 0.75% 29
2023
Q4 		$24.6M Buy
519,058
+149,769
+41% +$7M 0.66% 31
2023
Q3 		$17.2M Buy
369,289
+133,047
+56% +$6.2M 0.53% 44
2023
Q2 		$10.9M Sell
236,242
-1,041
-0.4% -$47.6K 0.36% 50
2023
Q1 		$10.8M Buy
+237,283
New +$10.8M 0.38% 44

Other funds holding FLRT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $31B AUM 28.39% 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 $83.7B AUM 27.22% 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 $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Foundations Investment Advisors's FLRT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 0.77% in Q1 2026, selling an estimated $214K and leaving 591,845 shares worth $27.4M. The position accounts for 0.34% of the portfolio, ranked #71.

Foundations Investment Advisors first reported a position in FLRT in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.7M in Q1 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

  • Foundations Investment Advisors held 591,845 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $27.4M as of Q1 2026.
  • Foundations Investment Advisors sold 4,568 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $214K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.34% of Foundations Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Foundations Investment Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $44.7M in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.