Creative Planning - PACER FDS TR ownership

PACER FDS TR's ticker is INDS and the CUSIP is 69374H766. A total of 40 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$239,487
-10.3%
6,8230.0%0.00%
Q2 2023$267,005
-3.4%
6,8230.0%0.00%
Q1 2023$276,332
+10.1%
6,8230.0%0.00%
Q4 2022$251,018
+1.2%
6,823
-2.8%
0.00%
Q3 2022$248,000
-14.5%
7,023
-1.2%
0.00%
Q2 2022$290,000
-18.5%
7,110
+1.6%
0.00%
-100.0%
Q1 2022$356,000
-7.8%
7,000
+1.5%
0.00%0.0%
Q4 2021$386,000
+29.1%
6,895
+1.1%
0.00%0.0%
Q3 2021$299,000
+1.7%
6,8230.0%0.00%0.0%
Q2 2021$294,000
+10.1%
6,823
-0.7%
0.00%0.0%
Q1 2021$267,000
+9.0%
6,868
+3.1%
0.00%0.0%
Q4 2020$245,000
+10.4%
6,660
+0.8%
0.00%0.0%
Q3 2020$222,0006,6100.00%
Other shareholders
PACER FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
TPG Financial Advisors, LLC 64,359$2,272,0001.40%
CASTLE WEALTH MANAGEMENT LLC 61,125$2,158,0001.31%
Anfield Capital Management, LLC 43,606$1,539,0000.73%
Stegent Equity Advisors, Inc. 11,736$414,0000.62%
Paragon Private Wealth Management, LLC 14,097$513,0000.50%
Cedar Brook Financial Partners, LLC 42,129$1,487,1580.48%
Advisory Resource Group 35,396$1,249,0000.41%
Fermata Advisors, LLC 35,538$1,255,0000.41%
Clay Northam Wealth Management, LLC 6,145$217,0000.27%
Stratos Wealth Advisors, LLC 60,041$2,119,0000.22%
View complete list of PACER FDS TR shareholders