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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
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

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

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. 29 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.
  • 29 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.