SCHMIDT P J INVESTMENT MANAGEMENT INC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 60 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SCHMIDT P J INVESTMENT MANAGEMENT INC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$482,000
-44.2%
22,808
-38.9%
0.10%
-45.3%
Q1 2022$864,000
-30.8%
37,339
-22.0%
0.19%
-22.9%
Q4 2021$1,249,000
+61.0%
47,898
+66.2%
0.25%
+62.7%
Q3 2021$776,000
+2.4%
28,811
+5.7%
0.15%
+1.3%
Q2 2021$758,000
+52.8%
27,258
+51.0%
0.15%
+46.6%
Q1 2021$496,00018,0560.10%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 2,063,627$55,966,00028.10%
Koss-Olinger Consulting, LLC 2,345,129$63,600,00010.36%
F3Logic, LLC 2,714,557$73,620,0009.64%
Clarus Group, Inc. 368,804$10,002,0006.90%
Trinity Wealth Management, LLC 314,534$8,530,0006.45%
MACROVIEW INVESTMENT MANAGEMENT LLC 117,625$3,190,0004.13%
360 Financial, Inc. 260,901$7,076,0003.65%
WealthShield Partners, LLC 465,975$12,637,0003.38%
ODonnell Financial Services, LLC 211,327$5,731,0002.75%
MBL Wealth, LLC 257,717$6,989,0002.42%
View complete list of PACER FDS TR shareholders