UNITED CAPITAL FINANCIAL ADVISORS, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 127 filers reported holding PACER FDS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2022$333,174
-51.1%
8,887
-50.9%
0.00%
-50.0%
Q3 2022$681,000
+170.2%
18,087
+169.8%
0.00%
+300.0%
Q2 2022$252,000
-4.2%
6,704
-1.2%
0.00%0.0%
Q1 2022$263,000
+1.9%
6,782
+9.2%
0.00%0.0%
Q4 2021$258,000
+10.3%
6,2100.0%0.00%0.0%
Q3 2021$234,000
+0.4%
6,2100.0%0.00%0.0%
Q2 2021$233,000
+7.9%
6,2100.0%0.00%0.0%
Q1 2021$216,000
+6.4%
6,2100.0%0.00%0.0%
Q4 2020$203,0006,2100.00%
Other shareholders
PACER FDS TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shamrock Asset Management LLC 619,507$18,201,00014.41%
Financial Services Advisory Inc 472,784$13,890,00011.97%
Meridian Wealth Advisors, LLC 200,307$5,885,0004.29%
WealthShield Partners, LLC 224,397$6,593,0003.69%
V Wealth Advisors LLC 300,035$9,117,0003.68%
F3Logic, LLC 305,982$8,982,0001.95%
Good Life Advisors, LLC 221,793$6,516,0001.94%
Sullivan, Bruyette, Speros & Blaney, LLC 772,034$22,682,0001.38%
Titus Wealth Management 49,865$1,465,0001.29%
Steward Partners Investment Advisory, LLC 771,345$22,662,0000.96%
View complete list of PACER FDS TR shareholders