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 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 $377B AUM 19.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Wealth Network's FLRT Position: Q1 2026 in Review

Independent Wealth Network reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 18% in Q1 2026, selling an estimated $713K and leaving 68,163 shares worth $3.16M. The position accounts for 0.94% of the portfolio, ranked #19.

Independent Wealth Network first reported a position in FLRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.95M in Q1 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

Independent Wealth Network held 68,163 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.16M as of Q1 2026.
Independent Wealth Network sold 15,219 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $713K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.94% of Independent Wealth Network's portfolio in Q1 2026, its #19 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 9 quarters since.
Independent Wealth Network's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $4.95M in Q1 2025.
114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.