Spire Wealth Management’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Spire Wealth Management’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
2023 Q2	–	Sell	-611	Closed	-$27.7K	–	2437
2023 Q1	$27.7K	Sell	611 -4,206	-87%	-$192K	﹤0.01%	1481
2022 Q4	$216K	Buy	4,817 +725	+18%	+$32.3K	0.01%	538
2022 Q3	$180K	Buy	+4,092	New	+$186K	0.01%	556

Other funds holding FLRT

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's FLRT Position: Q2 2023 in Review

Spire Wealth Management sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q2 2023, closing a stake of 611 shares — an estimated $27.7K sold.

Spire Wealth Management first reported a position in FLRT in Q3 2022 and held it in 3 quarters. The position peaked at $216K in Q4 2022. 29 funds tracked by Wall St. Rank hold FLRT as of Q2 2023.

Spire Wealth Management reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 611 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2023, an estimated $27.7K.
Spire Wealth Management first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2022 and held it in 3 quarters.
Spire Wealth Management's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $216K in Q4 2022.
29 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.