IFG
FLRT icon

Independent Financial Group’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Independent Financial Group’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 		$4.76M Sell
102,151
-101,232
-50% -$4.73M 0.09% 217
2026
Q1 		$9.42M Buy
203,383
+54,077
+36% +$2.53M 0.21% 94
2025
Q4 		$7.04M Sell
149,306
-14,224
-9% -$673K 0.16% 125
2025
Q3 		$7.75M Sell
163,530
-22,917
-12% -$1.09M 0.19% 104
2025
Q2 		$8.87M Sell
186,447
-35,334
-16% -$1.66M 0.24% 70
2025
Q1 		$10.4M Buy
221,781
+36,615
+20% +$1.74M 0.36% 46
2024
Q4 		$8.8M Buy
185,166
+29,229
+19% +$1.39M 0.29% 56
2024
Q3 		$7.41M Sell
155,937
-70,968
-31% -$3.38M 0.27% 68
2024
Q2 		$10.8M Buy
226,905
+182,068
+406% +$8.69M 0.43% 33
2024
Q1 		$2.13M Buy
44,837
+8,259
+23% +$392K 0.1% 206
2023
Q4 		$1.72M Buy
36,578
+26,676
+269% +$1.25M 0.09% 230
2023
Q3 		$462K Buy
9,902
+2,268
+30% +$106K 0.03% 518
2023
Q2 		$351K Buy
7,634
+923
+14% +$42.2K 0.02% 584
2023
Q1 		$304K Buy
+6,711
New +$306K 0.02% 601

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

Independent Financial Group's FLRT Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 50% in Q2 2026, selling an estimated $4.73M and leaving 102,151 shares worth $4.76M. The position accounts for 0.09% of the portfolio, ranked #217.

Independent Financial Group first reported a position in FLRT in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.8M in Q2 2024. 116 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • Independent Financial Group held 102,151 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $4.76M as of Q2 2026.
  • Independent Financial Group sold 101,232 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $4.73M.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #217 holding.
  • Independent Financial Group first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $10.8M in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.