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

IronOak Wealth’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
2025
Q2 		$1.72M Buy
+36,072
New +$1.69M 1.67% 26

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

IronOak Wealth's FLRT Position: Q2 2025 in Review

IronOak Wealth opened a new position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q2 2025: 36,072 shares worth $1.72M. The stake represents 1.67% of the portfolio and ranks #26 among its holdings.

100 funds tracked by Wall St. Rank hold FLRT as of Q2 2025.

  • IronOak Wealth held 36,072 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.72M as of Q2 2025.
  • Pacer Aristotle Pacific Floating Rate High Income ETF was a new IronOak Wealth position in Q2 2025.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 1.67% of IronOak Wealth's portfolio in Q2 2025, its #26 holding.
  • 100 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.