PACER FDS TR's ticker is PALC and the CUSIP is 69374H816.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,000 | -39.7% | 10,181 | -37.8% | 0.00% | – |
| Q2 2023 | $624,000 | -21.8% | 16,370 | -28.9% | 0.00% | – |
| Q1 2023 | $798,000 | +6.4% | 23,038 | +8.0% | 0.00% | – |
| Q4 2022 | $750,000 | -80.6% | 21,340 | -82.4% | 0.00% | -100.0% |
| Q3 2022 | $3,857,000 | -20.9% | 120,925 | -14.1% | 0.00% | 0.0% |
| Q2 2022 | $4,877,000 | +30381.2% | 140,852 | +35113.0% | 0.00% | – |
| Q1 2022 | $16,000 | -99.1% | 400 | -99.0% | 0.00% | – |
| Q4 2021 | $1,717,000 | +62.1% | 40,925 | +48.5% | 0.00% | – |
| Q3 2021 | $1,059,000 | +11.8% | 27,562 | +12.9% | 0.00% | – |
| Q2 2021 | $947,000 | – | 24,413 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Group, Inc. | 185,958 | $6,439,726 | 6.05% |
| Ergawealth Advisors, Inc. | 195,164 | $6,758,519 | 5.50% |
| Alpha Financial Partners, LLC | 130,850 | $4,531,345 | 5.10% |
| ENZI WEALTH | 245,904 | $8,515,656 | 4.37% |
| Prostatis Group LLC | 93,618 | $3,242,569 | 1.71% |
| GeoWealth Management, LLC | 413,516 | $14,320 | 1.68% |
| WBI INVESTMENTS, LLC | 49,414 | $1,711,168 | 0.34% |
| Gallagher Fiduciary Advisors, LLC | 83,626 | $2,896,427 | 0.24% |
| Geneos Wealth Management Inc. | 108,593 | $3,760,572 | 0.23% |
| Visionary Wealth Advisors | 73,543 | $2,546,794 | 0.22% |