B. Riley Wealth Advisors, Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 83 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2023$225,701
-3.7%
11,291
-3.1%
0.01%
-16.7%
Q1 2023$234,378
-33.7%
11,649
-33.7%
0.01%
-40.0%
Q4 2022$353,482
-16.6%
17,577
-18.6%
0.01%
-23.1%
Q3 2022$424,000
+34.2%
21,591
+47.3%
0.01%0.0%
Q2 2022$316,000
-15.5%
14,657
-4.7%
0.01%
+8.3%
Q1 2022$374,000
+4.2%
15,385
+15.5%
0.01%
+20.0%
Q4 2021$359,000
+25.1%
13,315
+25.9%
0.01%
+11.1%
Q3 2021$287,000
+37.3%
10,576
+40.6%
0.01%
+28.6%
Q2 2021$209,0007,5210.01%
Other shareholders
PACER FDS TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 1,907,495$41,011,00032.15%
BIVIN & ASSOCIATES, INC. 208,948$4,492,0004.82%
360 Financial, Inc. 294,163$6,354,0003.83%
IronBridge Private Wealth, LLC 147,590$3,173,0002.38%
F3Logic, LLC 510,585$10,978,0001.92%
Stegent Equity Advisors, Inc. 67,551$1,453,0001.89%
Csenge Advisory Group 675,843$14,531,0001.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 272,423$5,857,0000.96%
WealthShield Partners, LLC 219,162$4,712,0000.93%
Eudaimonia Partners, LLC 188,734$4,058,0000.74%
View complete list of PACER FDS TR shareholders