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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
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

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Independence Asset Advisors's FLRT Position: Q2 2026 in Review

Independence Asset Advisors increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 11% in Q2 2026, buying an estimated $358K and bringing the position to 77,211 shares worth $3.6M. The position accounts for 0.94% of the portfolio, ranked #8.

Independence Asset Advisors first reported a position in FLRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q1 2025. 26 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • Independence Asset Advisors held 77,211 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.6M as of Q2 2026.
  • Independence Asset Advisors bought 7,672 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $358K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.94% of Independence Asset Advisors's portfolio in Q2 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 8 quarters since.
  • Independence Asset Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $3.67M in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.