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Savvy Advisors Inc’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Savvy Advisors Inc’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
Q3 		– Sell
-6,237
Closed -$297K – 832
2025
Q2 		$297K Buy
6,237
+857
+16% +$40.2K 0.02% 497
2025
Q1 		$253K Buy
+5,380
New +$256K 0.03% 425

Other funds holding FLRT

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FIA
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Savvy Advisors Inc's FLRT Position: Q3 2025 in Review

Savvy Advisors Inc sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2025, closing a stake of 6,237 shares — an estimated $297K sold.

Savvy Advisors Inc first reported a position in FLRT in Q1 2025 and held it in 2 quarters. The position peaked at $297K in Q2 2025. 104 funds tracked by Wall St. Rank hold FLRT as of Q3 2025.

  • Savvy Advisors Inc reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,237 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2025, an estimated $297K.
  • Savvy Advisors Inc first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $297K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2025.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.