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

Sigma Planning Corp’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 Q3	$3.31M	Sell	71,244 -10,437	-13%	-$488K	0.09%	234
2026 Q2	$3.81M	Sell	81,681 -20,382	-20%	-$952K	0.1%	217
2026 Q1	$4.73M	Sell	102,063 -4,897	-5%	-$229K	0.13%	164
2025 Q4	$5.05M	Buy	106,960 +9,559	+10%	+$452K	0.14%	146
2025 Q3	$4.62M	Sell	97,401 -9,357	-9%	-$444K	0.13%	152
2025 Q2	$5.08M	Buy	106,758 +77,421	+264%	+$3.64M	0.15%	130
2025 Q1	$1.38M	Buy	29,337 +957	+3%	+$45.5K	0.04%	379
2024 Q4	$1.35M	Buy	28,380 +9,688	+52%	+$462K	0.04%	391
2024 Q3	$888K	Sell	18,692 -3,798	-17%	-$181K	0.03%	539
2024 Q2	$1.07M	Buy	22,490 +5,995	+36%	+$286K	0.03%	464
2024 Q1	$785K	Buy	+16,495	New	+$782K	0.02%	585

Other funds holding FLRT

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Sigma Planning Corp's FLRT Position: Q3 2026 in Review

Sigma Planning Corp reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 13% in Q3 2026, selling an estimated $488K and leaving 71,244 shares worth $3.31M. The position accounts for 0.09% of the portfolio, ranked #234.

Sigma Planning Corp first reported a position in FLRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.08M in Q2 2025. 41 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

Sigma Planning Corp held 71,244 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $3.31M as of Q3 2026.
Sigma Planning Corp sold 10,437 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $488K.
Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.09% of Sigma Planning Corp's portfolio in Q3 2026, its #234 holding.
Sigma Planning Corp first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2024 and has held it in 11 quarters since.
Sigma Planning Corp's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $5.08M in Q2 2025.
41 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.