PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 82 filers reported holding PACER FDS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $695,382 | -2.8% | 35,679 | -0.3% | 0.05% | 0.0% |
Q2 2023 | $715,071 | -8.7% | 35,771 | -8.1% | 0.05% | -8.9% |
Q1 2023 | $783,531 | +1.5% | 38,943 | +1.5% | 0.06% | -5.1% |
Q4 2022 | $771,828 | +7.6% | 38,380 | +5.1% | 0.06% | -1.7% |
Q3 2022 | $717,000 | +7.5% | 36,514 | +17.7% | 0.06% | +13.2% |
Q2 2022 | $667,000 | -13.2% | 31,021 | -1.8% | 0.05% | +3.9% |
Q1 2022 | $768,000 | -11.6% | 31,577 | -2.2% | 0.05% | -10.5% |
Q4 2021 | $869,000 | -32.1% | 32,286 | -30.1% | 0.06% | -43.6% |
Q2 2021 | $1,280,000 | +54.0% | 46,184 | +51.6% | 0.10% | +26.2% |
Q1 2021 | $831,000 | – | 30,457 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sound Financial Strategies Group, LLC | 2,063,627 | $55,966,000 | 28.10% |
Koss-Olinger Consulting, LLC | 2,345,129 | $63,600,000 | 10.36% |
F3Logic, LLC | 2,714,557 | $73,620,000 | 9.64% |
Clarus Group, Inc. | 368,804 | $10,002,000 | 6.90% |
Trinity Wealth Management, LLC | 314,534 | $8,530,000 | 6.45% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 117,625 | $3,190,000 | 4.13% |
360 Financial, Inc. | 260,901 | $7,076,000 | 3.65% |
WealthShield Partners, LLC | 465,975 | $12,637,000 | 3.38% |
ODonnell Financial Services, LLC | 211,327 | $5,731,000 | 2.75% |
MBL Wealth, LLC | 257,717 | $6,989,000 | 2.42% |