PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 151 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,974 | -3.2% | 1,351 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $55,784 | +8.5% | 1,351 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $51,421 | +1.5% | 1,351 | 0.0% | 0.04% | -4.5% |
| Q4 2022 | $50,638 | -0.7% | 1,351 | 0.0% | 0.04% | -8.3% |
| Q3 2022 | $51,000 | 0.0% | 1,351 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $51,000 | -1.9% | 1,351 | 0.0% | 0.05% | +14.6% |
| Q1 2022 | $52,000 | -7.1% | 1,351 | 0.0% | 0.04% | -8.9% |
| Q4 2021 | $56,000 | – | 1,351 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shamrock Asset Management LLC | 619,507 | $18,201,000 | 14.41% |
| Financial Services Advisory Inc | 472,784 | $13,890,000 | 11.97% |
| Meridian Wealth Advisors, LLC | 200,307 | $5,885,000 | 4.29% |
| WealthShield Partners, LLC | 224,397 | $6,593,000 | 3.69% |
| V Wealth Advisors LLC | 300,035 | $9,117,000 | 3.68% |
| F3Logic, LLC | 305,982 | $8,982,000 | 1.95% |
| Good Life Advisors, LLC | 221,793 | $6,516,000 | 1.94% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 772,034 | $22,682,000 | 1.38% |
| Titus Wealth Management | 49,865 | $1,465,000 | 1.29% |
| Steward Partners Investment Advisory, LLC | 771,345 | $22,662,000 | 0.96% |