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Gladstone Institutional Advisory’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Gladstone Institutional Advisory’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 		$849K Sell
18,334
-5,596
-23% -$262K 0.03% 407
2025
Q4 		$1.13M Buy
23,930
+1,225
+5% +$57.9K 0.04% 353
2025
Q3 		$1.08M Buy
22,705
+12,058
+113% +$573K 0.04% 350
2025
Q2 		$507K Buy
10,647
+1,084
+11% +$50.9K 0.02% 489
2025
Q1 		$450K Buy
9,563
+4,639
+94% +$220K 0.02% 488
2024
Q4 		$234K Buy
+4,924
New +$235K 0.01% 643

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

Gladstone Institutional Advisory's FLRT Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 23% in Q1 2026, selling an estimated $262K and leaving 18,334 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #407.

Gladstone Institutional Advisory first reported a position in FLRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

  • Gladstone Institutional Advisory held 18,334 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $849K as of Q1 2026.
  • Gladstone Institutional Advisory sold 5,596 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $262K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #407 holding.
  • Gladstone Institutional Advisory first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.13M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.