PTLC — PACER FDS TR

Ownership history in EWG Elevate Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in PACER FDS TR (PTLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.9% (2025 Q1)
Avg. % of fund
0.5%
First filed
2023 Q1
Last filed
2025 Q2
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 47,593 +538 +1.1% 0.74% $2.4M $50.23
2025 Q1 ADDED 47,055 +19,155 +68.7% 0.90% $2.4M $50.91
2024 Q4 ADDED 27,900 +1,804 +6.9% 0.45% $1.5M $52.88
2024 Q3 REDUCED 26,096 -265 -1.0% 0.55% $1.4M $51.66
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PTLC price (monthly, adj. close)

Other funds also holding PTLC

As of 2025 Q4 — sorted by position size

MY Wealth Management Inc. 3Y 10.59% SFMG, LLC 3Y 7Y 8.99% CFS Investment Advisory Services, LLC 3Y 8.4% Pacific Park Financial, Inc. 3.2% Vienna Asset Management LLC 3Y 2.66% Tyche Wealth Partners LLC 2.44% INVENIO WEALTH PARTNERS LLC 2.44% Oder Investment Management, LLC 3Y 1.63% Meridian Wealth Advisors, LLC 3Y 7Y 1.57% Aft, Forsyth & Sober, LLC 3Y 1.15%
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