PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,190 | -15.7% | 5,249 | -19.1% | 0.00% | -20.0% |
| Q1 2024 | $309,751 | +13.0% | 6,491 | +2.4% | 0.01% | 0.0% |
| Q4 2023 | $274,159 | +9.9% | 6,336 | +1.5% | 0.01% | 0.0% |
| Q3 2023 | $249,550 | -39.0% | 6,245 | -37.0% | 0.01% | -37.5% |
| Q2 2023 | $409,283 | -18.4% | 9,910 | -24.8% | 0.01% | -27.3% |
| Q1 2023 | $501,572 | -28.6% | 13,175 | -29.7% | 0.01% | -31.2% |
| Q4 2022 | $702,413 | +147.3% | 18,736 | +148.5% | 0.02% | +166.7% |
| Q3 2022 | $284,000 | – | 7,539 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CFS Investment Advisory Services, LLC | 1,870,634 | $70,130 | 15.91% |
| J2 Capital Management Inc | 49,088 | $1,840,309 | 3.16% |
| Koss-Olinger Consulting, LLC | 562,599 | $21,092,000 | 3.03% |
| Whitaker-Myers Wealth Managers, LTD. | 79,013 | $2,962,206 | 2.84% |
| Financial Services Advisory Inc | 113,618 | $4,259,539 | 2.75% |
| MBL Wealth, LLC | 288,252 | $10,807 | 2.07% |
| Oder Investment Management, LLC | 43,796 | $1,641,919 | 2.04% |
| Meridian Wealth Advisors, LLC | 206,456 | $7,740,021 | 2.00% |
| Financial Enhancement Group LLC | 194,546 | $7,398,584 | 1.42% |
| V Wealth Advisors LLC | 153,595 | $5,758,256 | 1.19% |