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

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 268 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 361,889$15,351,0001.72%
HBW ADVISORY SERVICES LLC 58,889$2,498,0000.65%
Bridge Advisory, LLC 30,678$1,301,0000.64%
ACG Wealth 95,508$4,051,0000.53%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 69,467$2,947,0000.45%
HOWARD FINANCIAL SERVICES, LTD. 27,781$1,178,0000.44%
Cetera Advisor Networks LLC 390,691$16,573,0000.22%
Fulcrum Equity Management 13,214$561,0000.22%
Arkadios Wealth Advisors 26,243$1,113,0000.16%
LEVEL FOUR FINANCIAL, LLC 8,260$350,0000.15%
View complete list of PACER FDS TR shareholders