WealthPLAN Partners’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-31,464	Closed	-$1.48M	–	229
2025 Q4	$1.48M	Buy	31,464 +5,923	+23%	+$280K	0.22%	106
2025 Q3	$1.21M	Buy	25,541 +4,251	+20%	+$202K	0.18%	116
2025 Q2	$1.01M	Buy	21,290 +4,518	+27%	+$212K	0.16%	123
2025 Q1	$790K	Buy	+16,772	New	+$797K	0.11%	138
2023 Q3	–	Sell	-329	Closed	-$15.1K	–	580
2023 Q2	$15.1K	Hold	329	–	–	﹤0.01%	729
2023 Q1	$14.9K	Buy	+329	New	+$15K	﹤0.01%	779

Other funds holding FLRT

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's FLRT Position: Q1 2026 in Review

WealthPLAN Partners sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q1 2026, closing a stake of 31,464 shares — an estimated $1.48M sold.

WealthPLAN Partners first reported a position in FLRT in Q1 2023 and held it in 6 quarters. The position peaked at $1.48M in Q4 2025. 114 funds tracked by Wall St. Rank hold FLRT as of Q1 2026.

WealthPLAN Partners reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 31,464 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q1 2026, an estimated $1.48M.
WealthPLAN Partners first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q1 2023 and held it in 6 quarters.
WealthPLAN Partners's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $1.48M in Q4 2025.
114 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.