Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 111 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,299,575
-0.2%
43,508
-0.7%
0.02%0.0%
Q2 2023$1,302,253
-0.6%
43,803
-1.0%
0.02%
-4.8%
Q1 2023$1,309,532
+4.1%
44,226
-4.2%
0.02%0.0%
Q4 2022$1,257,840
+23.1%
46,159
+4.4%
0.02%
+10.5%
Q3 2022$1,022,000
-14.5%
44,215
-0.5%
0.02%
-13.6%
Q2 2022$1,196,000
-16.4%
44,419
-3.1%
0.02%0.0%
Q1 2022$1,431,000
+1302.9%
45,854
+1308.3%
0.02%
+1000.0%
Q4 2021$102,000
+9.7%
3,256
+9.0%
0.00%0.0%
Q3 2021$93,000
+43.1%
2,986
+48.6%
0.00%
+100.0%
Q2 2021$65,0002,0100.00%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 202,315$6,059,3467.08%
Amplius Wealth Advisors, LLC 1,124,309$33,583,9414.50%
AVALON CAPITAL MANAGEMENT 290,435$8,675,2934.43%
IAM Advisory, LLC 349,790$10,448,2163.65%
CASTLE WEALTH MANAGEMENT LLC 157,495$4,704,3663.35%
AlphaCore Capital LLC 704,802$21,052,4333.32%
Carlson Capital Management 1,691,367$50,521,1253.00%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 145,357$4,341,8142.83%
Empirical Asset Management, LLC 70,251$2,098,3891.83%
Sepio Capital, LP 608,992$18,190,6021.57%
View complete list of PACER FDS TR shareholders