SP
FLRT icon

Sequent Planning’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Sequent Planning’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 		$298K Sell
6,431
-249
-4% -$11.7K 0.07% 181
2025
Q4 		$315K Sell
6,680
-974
-13% -$46.1K 0.08% 169
2025
Q3 		$363K Sell
7,654
-2,777
-27% -$132K 0.1% 141
2025
Q2 		$497K Buy
10,431
+1,839
+21% +$86.4K 0.16% 93
2025
Q1 		$405K Buy
8,592
+458
+6% +$21.8K 0.15% 95
2024
Q4 		$387K Sell
8,134
-1,327
-14% -$63.3K 0.14% 98
2024
Q3 		$449K Buy
9,461
+182
+2% +$8.68K 0.15% 93
2024
Q2 		$442K Buy
9,279
+2,354
+34% +$112K 0.15% 92
2024
Q1 		$329K Buy
+6,925
New +$328K 0.12% 107

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

Sequent Planning's FLRT Position: Q1 2026 in Review

Sequent Planning reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 3.7% in Q1 2026, selling an estimated $11.7K and leaving 6,431 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #181.

Sequent Planning first reported a position in FLRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $497K in Q2 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

  • Sequent Planning held 6,431 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $298K as of Q1 2026.
  • Sequent Planning sold 249 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $11.7K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.07% of Sequent Planning's portfolio in Q1 2026, its #181 holding.
  • Sequent Planning first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Sequent Planning's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $497K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.