PACER FDS TR's ticker is ALTL and the CUSIP is 69374H717.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,040 | -16.4% | 13,674 | -8.9% | 0.02% | -17.2% |
| Q2 2023 | $563,649 | -4.7% | 15,015 | -3.6% | 0.03% | -14.7% |
| Q1 2023 | $591,597 | +14.9% | 15,581 | +22.5% | 0.03% | +6.2% |
| Q4 2022 | $514,745 | +91.4% | 12,722 | +69.3% | 0.03% | +60.0% |
| Q3 2022 | $269,000 | -27.1% | 7,516 | -16.7% | 0.02% | -39.4% |
| Q2 2022 | $369,000 | -4.7% | 9,020 | +4.4% | 0.03% | +13.8% |
| Q1 2022 | $387,000 | +27.3% | 8,639 | +30.4% | 0.03% | +31.8% |
| Q4 2021 | $304,000 | – | 6,624 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Core Wealth Advisors, Inc. | 344,646 | $13,944,468 | 6.10% |
| Avondale Wealth Management | 162,891 | $6,590,617 | 5.72% |
| Ergawealth Advisors, Inc. | 147,835 | $5,981,438 | 5.42% |
| Lee Financial Group Hawaii, Inc. | 116,211 | $4,701,932 | 4.62% |
| Straight Path Wealth Management | 105,091 | $4,252,014 | 4.07% |
| Soltis Investment Advisors LLC | 377,436 | $15,271,170 | 2.01% |
| Clarus Wealth Advisors | 64,997 | $2,656,427 | 1.74% |
| Eldridge Investment Advisors, Inc. | 121,112 | $4,900 | 1.71% |
| WBI INVESTMENTS, LLC | 159,848 | $6,467,386 | 1.39% |
| PFG Advisors | 346,079 | $14,002,455 | 1.37% |