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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
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 $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TrueWealth Advisors's FLRT Position: Q2 2026 in Review

TrueWealth Advisors increased its Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) stake by 3.4% in Q2 2026, buying an estimated $26.1K and bringing the position to 17,129 shares worth $799K. The position accounts for 0.18% of the portfolio, ranked #106.

TrueWealth Advisors first reported a position in FLRT in Q3 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold FLRT as of Q2 2026.

  • TrueWealth Advisors held 17,129 shares of Pacer Aristotle Pacific Floating Rate High Income ETF worth $799K as of Q2 2026.
  • TrueWealth Advisors bought 559 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q2 2026, an estimated $26.1K.
  • Pacer Aristotle Pacific Floating Rate High Income ETF made up 0.18% of TrueWealth Advisors's portfolio in Q2 2026, its #106 holding.
  • TrueWealth Advisors first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.