Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PALC and the CUSIP is 69374H816. A total of 54 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$83,505
-3.3%
2,2630.0%0.00%0.0%
Q2 2023$86,379
+10.2%
2,2630.0%0.00%0.0%
Q1 2023$78,368
-97.7%
2,263
-97.6%
0.00%
-98.2%
Q4 2022$3,347,935
-0.2%
95,220
-9.5%
0.06%
-9.5%
Q3 2022$3,356,000
-2.0%
105,197
+6.4%
0.06%0.0%
Q2 2022$3,424,000
-10.0%
98,868
+2.5%
0.06%
+6.8%
Q1 2022$3,804,000
+16.6%
96,429
+23.9%
0.06%
+18.0%
Q4 2021$3,263,000
+99.6%
77,803
+82.9%
0.05%
+78.6%
Q3 2021$1,635,000
+15.1%
42,539
+16.1%
0.03%
+16.7%
Q2 2021$1,421,00036,6330.02%
Other shareholders
PACER FDS TR shareholders Q1 2023
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