TA
FLRT icon

TrueWealth Advisors’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

TrueWealth Advisors’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 		$875K Buy
18,833
+1,704
+10% +$79.6K 0.2% 97
2026
Q2 		$799K Buy
17,129
+559
+3% +$26.1K 0.18% 106
2026
Q1 		$767K Buy
16,570
+706
+4% +$33.1K 0.19% 98
2025
Q4 		$748K Buy
15,864
+752
+5% +$35.6K 0.19% 101
2025
Q3 		$716K Buy
15,112
+853
+6% +$40.5K 0.19% 101
2025
Q2 		$679K Buy
14,259
+398
+3% +$18.7K 0.2% 91
2025
Q1 		$653K Buy
13,861
+2,424
+21% +$115K 0.21% 83
2024
Q4 		$544K Buy
11,437
+1,415
+14% +$67.5K 0.18% 104
2024
Q3 		$476K Buy
10,022
+2,046
+26% +$97.5K 0.16% 114
2024
Q2 		$379K Buy
7,976
+3,635
+84% +$174K 0.14% 117
2024
Q1 		$206K Buy
+4,341
New +$206K 0.08% 201
2023
Q4 		– Sell
-4,943
Closed -$231K – 202
2023
Q3 		$231K Buy
+4,943
New +$230K 0.1% 168

Other funds holding FLRT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors's FLRT Position: Q3 2026 in Review

TrueWealth Advisors increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 9.9% in Q3 2026, buying an estimated $79.6K and bringing the position to 18,833 shares worth $875K. The position accounts for 0.2% of the portfolio, ranked #97.

TrueWealth Advisors first reported a position in FLRT in Q3 2023 and has held it in 12 quarters since. 130 funds tracked by Wall St. Rank hold FLRT as of Q3 2026.

  • TrueWealth Advisors held 18,833 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $875K as of Q3 2026.
  • TrueWealth Advisors bought 1,704 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2026, an estimated $79.6K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.2% of TrueWealth Advisors's portfolio in Q3 2026, its #97 holding.
  • TrueWealth Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 130 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.