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 Q3	$3.02M	Buy	65,034 +87	+0.1%	+$4.07K	0.76%	22
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%	-$54.2K	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

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

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

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

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Independent Wealth Network's FLRT Position: Q3 2026 in Review

Independent Wealth Network increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 0.13% in Q3 2026, buying an estimated $4.07K and bringing the position to 65,034 shares worth $3.02M. The position accounts for 0.76% of the portfolio, ranked #22.

Independent Wealth Network first reported a position in FLRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.95M in Q1 2025. 41 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

Independent Wealth Network held 65,034 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.02M as of Q3 2026.
Independent Wealth Network bought 87 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $4.07K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.76% of Independent Wealth Network's portfolio in Q3 2026, its #22 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 11 quarters since.
Independent Wealth Network's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $4.95M in Q1 2025.
41 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.