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

IVC Wealth Advisors’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 		– Sell
-13,956
Closed -$657K – 177
2025
Q1 		$657K Buy
13,956
+3,422
+32% +$163K 0.35% 60
2024
Q4 		$501K Buy
10,534
+1,100
+12% +$52.5K 0.28% 69
2024
Q3 		$448K Buy
9,434
+693
+8% +$33K 0.25% 88
2024
Q2 		$416K Buy
8,741
+2,390
+38% +$114K 0.23% 96
2024
Q1 		$302K Buy
+6,351
New +$301K 0.17% 122

Other funds holding FLRT

LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

IVC Wealth Advisors's FLRT Position: Q2 2025 in Review

IVC Wealth Advisors sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q2 2025, closing a stake of 13,956 shares — an estimated $657K sold.

IVC Wealth Advisors first reported a position in FLRT in Q1 2024 and held it in 5 quarters. The position peaked at $657K in Q1 2025. 100 funds tracked by Wall St. Rank hold FLRT as of Q2 2025.

  • IVC Wealth Advisors reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q2 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 13,956 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2025, an estimated $657K.
  • IVC Wealth Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2024 and held it in 5 quarters.
  • IVC Wealth Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $657K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2025.

Based on IVC Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.