RJFSA
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Raymond James Financial Services Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$3.75M Buy
78,906
+6,981
+10% +$333K 0.01% 1388
2024
Q2 		$3.42M Buy
71,925
+65,295
+985% +$3.12M ﹤0.01% 1365
2024
Q1 		$315K Buy
+6,630
New +$314K ﹤0.01% 2811
2023
Q2 		– Sell
-5,238
Closed -$237K – 3272
2023
Q1 		$237K Buy
+5,238
New +$239K ﹤0.01% 2788

Other funds holding FLRT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial Services Advisors's FLRT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 9.7% in Q3 2024, buying an estimated $333K and bringing the position to 78,906 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #1388.

Raymond James Financial Services Advisors first reported a position in FLRT in Q1 2023 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold FLRT as of Q3 2024.

  • Raymond James Financial Services Advisors held 78,906 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.75M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 6,981 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2024, an estimated $333K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1388 holding.
  • Raymond James Financial Services Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2023 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.