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Strategic Financial Concepts’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Strategic Financial Concepts’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
-14,249
Closed -$11.7K – 399
2024
Q2 		$11.7K Buy
+14,249
New +$680K 0.01% 397

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

Strategic Financial Concepts's FLRT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2024, closing a stake of 14,249 shares — an estimated $11.7K sold.

Strategic Financial Concepts first reported a position in FLRT in Q2 2024 and held it in 1 quarter. The position peaked at $11.7K in Q2 2024. 77 funds tracked by Wall St. Rank hold FLRT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 14,249 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2024, an estimated $11.7K.
  • Strategic Financial Concepts first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $11.7K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.