PACER FDS TR's ticker is HERD and the CUSIP is 69374H659.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,815,000 | +1.6% | 168,419 | -0.1% | 0.01% | 0.0% |
| Q2 2023 | $5,723,000 | -8.4% | 168,565 | -9.5% | 0.01% | -21.4% |
| Q1 2023 | $6,250,000 | +6.9% | 186,330 | +2.3% | 0.01% | +7.7% |
| Q4 2022 | $5,846,000 | +17.9% | 182,135 | +3.8% | 0.01% | 0.0% |
| Q3 2022 | $4,960,000 | -4.4% | 175,515 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $5,190,000 | -4.1% | 171,013 | +11.5% | 0.01% | +8.3% |
| Q1 2022 | $5,410,000 | – | 153,435 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 400,564 | $12,874,127 | 3.83% |
| Prosperity Wealth Management, Inc. | 30,312 | $974,228 | 0.92% |
| Retirement Group, LLC | 4,177 | $193 | 0.09% |
| HighTower Advisors, LLC | 182,135 | $5,846,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 85,181 | $2,737,432 | 0.01% |
| Geneos Wealth Management Inc. | 1,920 | $61,709 | 0.00% |
| CoreCap Advisors, LLC | 402 | $12,920 | 0.00% |
| IFP Advisors, Inc | 1,000 | $25 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 523 | $16,809 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,454 | $240 | 0.00% |