Halbert Hargrove Global Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Halbert Hargrove Global 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	–	Sell	-2,500	Closed	-$118K	–	375
2025 Q4	$118K	Buy	+2,500	New	+$118K	0.01%	126

Other funds holding FLRT

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Halbert Hargrove Global Advisors's FLRT Position: Q1 2026 in Review

Halbert Hargrove Global Advisors sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q1 2026, closing a stake of 2,500 shares — an estimated $118K sold.

Halbert Hargrove Global Advisors first reported a position in FLRT in Q4 2025 and held it in 1 quarter. The position peaked at $118K in Q4 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

Halbert Hargrove Global Advisors reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q1 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 2,500 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $118K.
Halbert Hargrove Global Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q4 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $118K 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 Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.