Soltis Investment Advisors LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$909,616
-4.7%
26,358
-2.1%
0.12%
+5.4%
Q2 2023$954,863
+6.6%
26,923
+0.0%
0.11%
-2.6%
Q1 2023$895,440
+6.1%
26,922
+0.0%
0.11%
+2.7%
Q4 2022$844,166
+12.4%
26,920
+0.0%
0.11%
-1.8%
Q3 2022$751,000
-6.2%
26,917
+0.0%
0.11%
-2.6%
Q2 2022$801,000
-15.9%
26,913
+0.0%
0.12%
-12.1%
Q1 2022$952,000
-2.8%
26,910
-0.6%
0.13%
-4.3%
Q4 2021$979,000
+14.2%
27,069
+10.1%
0.14%
+3.8%
Q3 2021$857,000
-5.2%
24,5900.0%0.13%
-7.0%
Q2 2021$904,00024,5900.14%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lunt Capital Management, Inc. 182,502$6,472,6523.49%
Clarus Group, Inc. 99,188$3,517,8162.57%
Geneos Wealth Management Inc. 91,830$3,257,2030.17%
SILVER OAK SECURITIES, Inc 28,154$9990.16%
Triumph Capital Management 8,404$298,0580.14%
Soltis Investment Advisors LLC 26,923$954,8630.11%
GeoWealth Management, LLC 21,579$7660.08%
Cornerstone Wealth Management, LLC 8,447$299,5700.03%
Tradition Wealth Management, LLC 6,579$2330.03%
Cetera Advisor Networks LLC 46,757$1,658,2980.01%
View complete list of PACER FDS TR shareholders