Independence Asset Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Independence Asset 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 Q3	$3.44M	Sell	73,972 -3,239	-4%	-$151K	0.81%	8
2026 Q2	$3.6M	Buy	77,211 +7,672	+11%	+$358K	0.94%	8
2026 Q1	$3.22M	Sell	69,539 -585	-0.8%	-$27.4K	1.16%	7
2025 Q4	$3.31M	Hold	70,124	–	–	1.82%	6
2025 Q3	$3.32M	Sell	70,124 -4,574	-6%	-$217K	1.41%	5
2025 Q2	$3.56M	Sell	74,698 -3,322	-4%	-$156K	2.21%	4
2025 Q1	$3.67M	Buy	78,020 +8,824	+13%	+$419K	11.91%	4
2024 Q4	$3.29M	Buy	69,196 +50,632	+273%	+$2.41M	15.21%	3
2024 Q3	$882K	Buy	+18,564	New	+$885K	17.46%	3

Other funds holding FLRT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Independence Asset Advisors's FLRT Position: Q3 2026 in Review

Independence Asset Advisors reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 4.2% in Q3 2026, selling an estimated $151K and leaving 73,972 shares worth $3.44M. The position accounts for 0.81% of the portfolio, ranked #8.

Independence Asset Advisors first reported a position in FLRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.67M in Q1 2025. 93 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

Independence Asset Advisors held 73,972 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.44M as of Q3 2026.
Independence Asset Advisors sold 3,239 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $151K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.81% of Independence Asset Advisors's portfolio in Q3 2026, its #8 holding.
Independence Asset Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and has held it in 9 quarters since.
Independence Asset Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $3.67M in Q1 2025.
93 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on Independence Asset Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.