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

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 126 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$2,003,244
+15.9%
48,039
+13.2%
0.05%
+38.5%
Q2 2023$1,727,944
+21.3%
42,456
+13.4%
0.04%
+2.6%
Q1 2023$1,424,449
+20.7%
37,426
+14.0%
0.04%
+15.2%
Q4 2022$1,179,730
+44.8%
32,816
+30.9%
0.03%
+32.0%
Q3 2022$815,000
-23.0%
25,062
-20.2%
0.02%
-44.4%
Q2 2022$1,058,000
+0.6%
31,404
+19.7%
0.04%
+32.4%
Q1 2022$1,052,000
+58.9%
26,227
+69.6%
0.03%
+78.9%
Q4 2021$662,000
+13.4%
15,465
+12.5%
0.02%0.0%
Q3 2021$584,000
+8.3%
13,750
+13.9%
0.02%
+5.6%
Q2 2021$539,000
+20.9%
12,068
+11.1%
0.02%
+12.5%
Q1 2021$446,000
+55.9%
10,863
+18.7%
0.02%
+6.7%
Q4 2020$286,0009,1500.02%
Other shareholders
PACER FDS TR shareholders Q3 2022
NameSharesValueWeighting ↓
SAGE PRIVATE WEALTH GROUP, LLC 419,930$13,648,00018.03%
Avondale Wealth Management 194,307$6,315,0006.89%
Coulter & Justus Financial Services, LLC 202,443$6,579,0005.12%
MONEYWISE, INC. 115,774$3,763,0003.07%
HHM Wealth Advisors, LLC 311,263$10,116,0002.66%
WEST MICHIGAN ADVISORS, LLC 90,991$2,958,0002.58%
HOWARD FINANCIAL SERVICES, LTD. 147,550$4,795,0001.55%
FINANCIAL MANAGEMENT NETWORK INC 79,549$2,777,0001.37%
RIVERSEDGE ADVISORS, LLC 97,406$3,166,0001.14%
Cornerstone Wealth Management, LLC 259,351$8,429,0000.94%
View complete list of PACER FDS TR shareholders