Realta Investment Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Realta Investment 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	–	Sell	-1,275	Closed	-$60.6K	–	485
2024 Q2	$60.6K	Sell	1,275 -294	-19%	-$14K	0.01%	515
2024 Q1	$74.6K	Buy	+1,569	New	+$74.4K	0.02%	512
2023 Q4	–	Sell	-1,265	Closed	-$58.2K	–	537
2023 Q3	$58.2K	Hold	1,265	–	–	0.01%	521
2023 Q2	$58.2K	Buy	+1,265	New	+$57.8K	0.01%	551
2023 Q1	–	Sell	-492	Closed	-$22.1K	–	544
2022 Q4	$22.1K	Buy	492 +11	+2%	+$491	0.01%	636
2022 Q3	$21K	Buy	+481	New	+$21.8K	0.01%	617

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 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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Realta Investment Advisors's FLRT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2024, closing a stake of 1,275 shares — an estimated $60.6K sold.

Realta Investment Advisors first reported a position in FLRT in Q3 2022 and held it in 6 quarters. The position peaked at $74.6K in Q1 2024. 77 funds tracked by Wall St. Rank hold FLRT as of Q3 2024.

Realta Investment Advisors reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,275 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2024, an estimated $60.6K.
Realta Investment Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $74.6K in Q1 2024.
77 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.