Waverly Advisors, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PALC and the CUSIP is 69374H816. A total of 56 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$330,209
+2.2%
8,949
+5.7%
0.01%0.0%
Q2 2023$323,229
+8.2%
8,468
-1.8%
0.01%
-12.5%
Q1 2023$298,712
+17.3%
8,626
+19.1%
0.02%
+14.3%
Q4 2022$254,726
+12.2%
7,245
+1.7%
0.01%
-12.5%
Q3 2022$227,000
-51.5%
7,121
-47.3%
0.02%
-62.8%
Q2 2022$468,000
+80.7%
13,514
+105.9%
0.04%
+95.5%
Q1 2022$259,000
+6.1%
6,564
+5.9%
0.02%
+4.8%
Q4 2021$244,0006,1960.02%
Other shareholders
PACER FDS TR shareholders Q4 2022
NameSharesValueWeighting ↓
ENZI WEALTH 292,423$10,850,7685.76%
Alpha Financial Partners, LLC 131,058$4,836,0305.62%
Ergawealth Advisors, Inc. 219,293$8,091,9235.58%
Lunt Capital Management, Inc. 244,020$9,004,3404.75%
Clarus Group, Inc. 175,396$6,472,1124.70%
Financial Enhancement Group LLC 230,577$8,655,1791.66%
Geneos Wealth Management Inc. 373,196$13,770,9350.71%
WBI INVESTMENTS, LLC 58,626$2,163,2520.44%
GeoWealth Management, LLC 100,229$3,6970.42%
Chicago Wealth Management, Inc. 9,017$332,7270.26%
View complete list of PACER FDS TR shareholders