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Legacy Investment Solutions’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Legacy Investment Solutions’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 		$1.41M Buy
+29,657
New +$1.39M 0.73% 28
2024
Q4 		$1.77M Sell
37,042
-4,338
-10% -$207K 1.13% 23
2024
Q3 		$1.98M Buy
+41,380
New +$1.97M 1.15% 20

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

Legacy Investment Solutions's FLRT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q2 2025: 29,657 shares worth $1.41M. The stake represents 0.73% of the portfolio and ranks #28 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FLRT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FLRT in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.98M in Q3 2024. 100 funds tracked by Wall St. Rank hold FLRT as of Q2 2025.

  • Legacy Investment Solutions held 29,657 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.41M as of Q2 2025.
  • Pacer Aristotle Pacific Floating Rate High Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.73% of Legacy Investment Solutions's portfolio in Q2 2025, its #28 holding.
  • Legacy Investment Solutions first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.98M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.