ProVise Management Group, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTNQ and the CUSIP is 69374H303. A total of 87 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2022$705,000
-43.4%
13,497
-36.1%
0.07%
-40.7%
Q4 2021$1,246,000
-62.1%
21,126
-64.2%
0.11%
-65.2%
Q3 2021$3,289,000
-8.5%
59,093
-8.9%
0.32%
-11.4%
Q2 2021$3,595,000
-32.4%
64,898
-36.0%
0.37%
-36.0%
Q1 2021$5,317,000
-2.2%
101,474
-2.7%
0.57%
-8.6%
Q4 2020$5,435,000
+9.1%
104,303
+0.6%
0.63%
-6.0%
Q3 2020$4,983,000
+11.3%
103,646
-1.2%
0.67%
+3.7%
Q2 2020$4,478,000
+15.4%
104,894
-5.9%
0.64%
-1.1%
Q1 2020$3,879,000
-20.5%
111,480
-7.9%
0.65%
+8.2%
Q4 2019$4,882,000
+23.6%
121,013
+10.0%
0.60%
+14.7%
Q3 2019$3,950,000
+13.5%
109,968
+12.3%
0.52%
+12.4%
Q2 2019$3,479,00097,9150.47%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Clarus Group, Inc. 73,550$4,518,9333.28%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 64,731$3,977,0731.91%
TITLEIST ASSET MANAGEMENT, LLC 140,689$8,643,9311.78%
MAGNOLIA CAPITAL ADVISORS LLC 53,552$3,259,1741.56%
Aft, Forsyth & Sober, LLC 56,225$3,454,4641.46%
Fulcrum Equity Management 14,571$895,2421.05%
Financial Services Advisory Inc 27,741$1,704,4070.83%
CALTON & ASSOCIATES, INC. 8,732$536,4940.78%
Oder Investment Management, LLC 11,120$683,2130.74%
ELEVATUS WELATH MANAGEMENT 11,611$713,3800.64%
View complete list of PACER FDS TR shareholders