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Legacy Wealth Management (Idaho)’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.55M Buy
33,367
+5,492
+20% +$257K 0.77% 31
2025
Q4 		$1.31M Sell
27,875
-4,970
-15% -$235K 0.63% 33
2025
Q3 		$1.56M Buy
32,845
+3,188
+11% +$151K 0.7% 33
2025
Q2 		$1.41M Sell
29,657
-468
-2% -$22K 0.73% 28
2025
Q1 		$1.42M Sell
30,125
-6,917
-19% -$329K 1% 25
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FLRT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 20% in Q1 2026, buying an estimated $257K and bringing the position to 33,367 shares worth $1.55M. The position accounts for 0.77% of the portfolio, ranked #31.

Legacy Wealth Management (Idaho) first reported a position in FLRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q3 2024. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 33,367 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $1.55M as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 5,492 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $257K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.77% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #31 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.98M in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.