SPWG
FLRT icon

Syntegra Private Wealth Group’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Syntegra Private Wealth Group’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
Q2 		$922K Sell
19,763
-5,997
-23% -$280K 0.07% 74
2026
Q1 		$1.19M Buy
25,760
+2,905
+13% +$136K 0.11% 59
2025
Q4 		$1.08M Buy
22,855
+8,450
+59% +$400K 0.1% 63
2025
Q3 		$683K Buy
+14,405
New +$684K 0.06% 77

Other funds holding FLRT

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Syntegra Private Wealth Group's FLRT Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 23% in Q2 2026, selling an estimated $280K and leaving 19,763 shares worth $922K. The position accounts for 0.07% of the portfolio, ranked #74.

Syntegra Private Wealth Group first reported a position in FLRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2026. 29 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • Syntegra Private Wealth Group held 19,763 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $922K as of Q2 2026.
  • Syntegra Private Wealth Group sold 5,997 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $280K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.07% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #74 holding.
  • Syntegra Private Wealth Group first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Syntegra Private Wealth Group's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.19M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.