PACER FDS TR's ticker is ALTL and the CUSIP is 69374H717. A total of 76 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $379,130 | -68.3% | 9,985 | -66.3% | 0.19% | -69.7% |
| Q4 2022 | $1,197,584 | +124.7% | 29,599 | +98.9% | 0.64% | +121.0% |
| Q3 2022 | $533,000 | +121.2% | 14,878 | +153.2% | 0.29% | +128.3% |
| Q2 2022 | $241,000 | -3.6% | 5,876 | +5.3% | 0.13% | +17.6% |
| Q1 2022 | $250,000 | -12.3% | 5,578 | -10.1% | 0.11% | -12.2% |
| Q4 2021 | $285,000 | -7.8% | 6,206 | -17.2% | 0.12% | -15.2% |
| Q3 2021 | $309,000 | +22.6% | 7,499 | +25.3% | 0.14% | -1.4% |
| Q2 2021 | $252,000 | – | 5,983 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 368,155 | $13,820,550 | 12.63% |
| Ergawealth Advisors, Inc. | 200,125 | $7,512,690 | 5.15% |
| Clarus Wealth Advisors | 157,720 | $5,870,338 | 3.57% |
| Lunt Capital Management, Inc. | 167,026 | $6,270,156 | 3.38% |
| Avondale Wealth Management | 95,679 | $3,591,778 | 3.02% |
| Soltis Investment Advisors LLC | 367,666 | $13,802,173 | 1.60% |
| Geneos Wealth Management Inc. | 496,946 | $18,655,342 | 0.98% |
| PFG Advisors | 275,319 | $10,335,480 | 0.79% |
| White Knight Strategic Wealth Advisors, LLC | 17,350 | $651,319 | 0.76% |
| Cornerstone Wealth Management, LLC | 180,365 | $6,770,911 | 0.60% |