PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 161 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,818 | -3.2% | 2,447 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $101,098 | +8.5% | 2,447 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $93,192 | +101195.7% | 2,447 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $92 | -99.9% | 2,447 | +1.2% | 0.01% | -11.1% |
| Q3 2022 | $91,000 | 0.0% | 2,417 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $91,000 | -3.2% | 2,417 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $94,000 | -6.0% | 2,417 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $100,000 | +9.9% | 2,417 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $91,000 | – | 2,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Services Advisory Inc | 129,056 | $4,847,000 | 19.81% |
| CFS Investment Advisory Services, LLC | 1,893,672 | $71,126,000 | 10.88% |
| Vienna Asset Management LLC | 67,336 | $2,529,000 | 9.32% |
| Koss-Olinger Consulting, LLC | 998,684 | $37,511,000 | 6.84% |
| MBL Wealth, LLC | 295,128 | $11,085 | 2.76% |
| Meridian Wealth Advisors, LLC | 205,929 | $7,735,000 | 2.06% |
| Oder Investment Management, LLC | 43,615 | $1,638,000 | 2.01% |
| Titus Wealth Management | 102,525 | $3,851,000 | 1.93% |
| ADE, LLC | 47,141 | $1,771,000 | 1.88% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 372,040 | $13,974,000 | 1.32% |