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

Holistic Planning’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
Q2 		$687K Buy
14,738
+2,432
+20% +$114K 0.11% 170
2026
Q1 		$570K Buy
+12,306
New +$576K 0.11% 165

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 $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Holistic Planning's FLRT Position: Q2 2026 in Review

Holistic Planning increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 20% in Q2 2026, buying an estimated $114K and bringing the position to 14,738 shares worth $687K. The position accounts for 0.11% of the portfolio, ranked #170.

Holistic Planning first reported a position in FLRT in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • Holistic Planning held 14,738 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $687K as of Q2 2026.
  • Holistic Planning bought 2,432 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $114K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #170 holding.
  • Holistic Planning first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.