MFT
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Moisand Fitzgerald Tamayo’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q4 		– Sell
-597
Closed -$28.4K – 607
2024
Q3 		$28.4K Buy
+597
New +$28.5K ﹤0.01% 241

Other funds holding FLRT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FLRT Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q4 2024, closing a stake of 597 shares — an estimated $28.4K sold.

Moisand Fitzgerald Tamayo first reported a position in FLRT in Q3 2024 and held it in 1 quarter. The position peaked at $28.4K in Q3 2024. 85 funds tracked by Wall St. Rank hold FLRT as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 597 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q4 2024, an estimated $28.4K.
  • Moisand Fitzgerald Tamayo first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $28.4K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.