Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 61 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$72,698
-2.5%
3,7300.0%0.00%0.0%
Q2 2023$74,563
-86.8%
3,730
-86.7%
0.00%
-88.9%
Q1 2023$564,467
+0.7%
28,055
+0.6%
0.01%
-10.0%
Q4 2022$560,566
-3.4%
27,875
-5.7%
0.01%
-9.1%
Q3 2022$580,000
-13.9%
29,547
-5.8%
0.01%
-8.3%
Q2 2022$674,000
-19.6%
31,370
-9.0%
0.01%
-7.7%
Q1 2022$838,000
-36.0%
34,486
-29.0%
0.01%
-35.0%
Q4 2021$1,309,000
-75.4%
48,597
-75.2%
0.02%
-78.0%
Q3 2021$5,318,000
+19.4%
196,095
+22.0%
0.09%
+21.3%
Q2 2021$4,453,000
-99.3%
160,705
+571.1%
0.08%
+1150.0%
Q1 2021$653,008,000
+1187187.3%
23,946
+1097.3%
0.01%
+500.0%
Q4 2020$55,0002,0000.00%
Other shareholders
PACER FDS TR shareholders Q2 2023
NameSharesValueWeighting ↓
Csenge Advisory Group 590,202$11,503,0360.78%
Clarus Group, Inc. 49,041$955,8110.69%
LaSalle St. Investment Advisors, LLC 67,106$1,3070.64%
Imprint Wealth LLC 31,637$616,6050.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 184,296$3,591,9220.42%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 66,365$2,485,0930.34%
Intrepid Financial Planning Group LLC 29,806$580,9190.30%
Eudaimonia Partners, LLC 32,034$624,3430.15%
ORG Partners LLC 18,613$362,7720.11%
WealthShield Partners, LLC 35,099$684,1320.10%
View complete list of PACER FDS TR shareholders