UNITED CAPITAL FINANCIAL ADVISORS, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 151 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2022
NameSharesValueWeighting ↓
Financial Services Advisory Inc 129,056$4,847,00019.81%
CFS Investment Advisory Services, LLC 1,893,672$71,126,00010.88%
Vienna Asset Management LLC 67,336$2,529,0009.32%
Koss-Olinger Consulting, LLC 998,684$37,511,0006.84%
MBL Wealth, LLC 295,128$11,0852.76%
Meridian Wealth Advisors, LLC 205,929$7,735,0002.06%
Oder Investment Management, LLC 43,615$1,638,0002.01%
Titus Wealth Management 102,525$3,851,0001.93%
ADE, LLC 47,141$1,771,0001.88%
LEVEL FOUR ADVISORY SERVICES, LLC 372,040$13,974,0001.32%
View complete list of PACER FDS TR shareholders