Independent Wealth Network’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Independent Wealth Network’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	$3.03M	Sell	64,947 -3,216	-5%	-$150K	0.77%	23
2026 Q1	$3.16M	Sell	68,163 -15,219	-18%	-$713K	0.94%	19
2025 Q4	$3.93M	Sell	83,382 -1,147	-1%	-$54.3K	1.2%	20
2025 Q3	$4.01M	Sell	84,529 -9,664	-10%	-$459K	1.29%	17
2025 Q2	$4.48M	Sell	94,193 -10,914	-10%	-$513K	1.63%	10
2025 Q1	$4.95M	Buy	105,107 +29,126	+38%	+$1.38M	1.97%	8
2024 Q4	$3.61M	Sell	75,981 -24,690	-25%	-$1.18M	1.47%	14
2024 Q3	$4.78M	Buy	100,671 +37,802	+60%	+$1.8M	2.11%	6
2024 Q2	$2.99M	Buy	62,869 +51,216	+440%	+$2.44M	1.39%	15
2024 Q1	$554K	Buy	+11,653	New	+$552K	0.26%	105

Other funds holding FLRT

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Wealth Network's FLRT Position: Q2 2026 in Review

Independent Wealth Network reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 4.7% in Q2 2026, selling an estimated $150K and leaving 64,947 shares worth $3.03M. The position accounts for 0.77% of the portfolio, ranked #23.

Independent Wealth Network first reported a position in FLRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.95M in Q1 2025. 120 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

Independent Wealth Network held 64,947 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.03M as of Q2 2026.
Independent Wealth Network sold 3,216 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $150K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.77% of Independent Wealth Network's portfolio in Q2 2026, its #23 holding.
Independent Wealth Network first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2024 and has held it in 10 quarters since.
Independent Wealth Network's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $4.95M in Q1 2025.
120 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.