Soltis Investment Advisors LLC - PACER FDS TR ownership

PACER FDS TR's ticker is ALTL and the CUSIP is 69374H717. A total of 59 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$12,050,098
-12.7%
349,804
-4.9%
1.55%
-3.3%
Q2 2023$13,802,173
-2.0%
367,666
-0.9%
1.60%
-10.5%
Q1 2023$14,084,875
-7.8%
370,947
-1.7%
1.79%
-10.8%
Q4 2022$15,271,170
-1.3%
377,436
-12.6%
2.01%
-13.7%
Q3 2022$15,476,000
-11.1%
432,060
+1.6%
2.33%
-7.9%
Q2 2022$17,410,000
-6.3%
425,349
+2.6%
2.53%
-2.1%
Q1 2022$18,573,000
+5.9%
414,573
+8.4%
2.58%
+4.4%
Q4 2021$17,530,000
+11.1%
382,339
-0.2%
2.47%
+1.2%
Q3 2021$15,779,000
-0.5%
383,173
-1.2%
2.44%
-2.9%
Q2 2021$15,866,000
+13.1%
387,914
+7.6%
2.52%
-1.7%
Q1 2021$14,032,000
-5.6%
360,480
-22.6%
2.56%
-7.1%
Q4 2020$14,864,000
-37.9%
465,549
-51.3%
2.75%
-51.0%
Q3 2020$23,942,000955,9365.62%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 344,646$13,944,4686.10%
Avondale Wealth Management 162,891$6,590,6175.72%
Ergawealth Advisors, Inc. 147,835$5,981,4385.42%
Lee Financial Group Hawaii, Inc. 116,211$4,701,9324.62%
Straight Path Wealth Management 105,091$4,252,0144.07%
Soltis Investment Advisors LLC 377,436$15,271,1702.01%
Clarus Wealth Advisors 64,997$2,656,4271.74%
Eldridge Investment Advisors, Inc. 121,112$4,9001.71%
WBI INVESTMENTS, LLC 159,848$6,467,3861.39%
PFG Advisors 346,079$14,002,4551.37%
View complete list of PACER FDS TR shareholders