Freedom Investment Management, Inc. - PACER FDS TR ownership

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
Freedom Investment Management, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$319,648
-22.4%
7,999
-19.8%
0.04%
-15.2%
Q2 2023$412,178
+5.5%
9,980
-2.8%
0.05%
+4.5%
Q1 2023$390,870
+0.3%
10,267
-1.2%
0.04%0.0%
Q4 2022$389,670
-100.0%
10,394
-55.9%
0.04%
-56.9%
Q3 2022$886,672,000
+20.9%
23,544
+20.6%
0.10%
+30.8%
Q2 2022$733,355,000
+109519.6%
19,525
+13.3%
0.08%
+30.0%
Q1 2022$669,000
+8.8%
17,227
+16.4%
0.06%
+33.3%
Q4 2021$615,000
+15.2%
14,806
+4.6%
0.04%
+9.8%
Q3 2021$534,000
-4.1%
14,156
-4.4%
0.04%0.0%
Q2 2021$557,000
-0.2%
14,813
-7.8%
0.04%
-4.7%
Q1 2021$558,00016,0590.04%
Other shareholders
PACER FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 127,687$4,809,00017.53%
CFS Investment Advisory Services, LLC 72,746,986$72,747,00016.73%
Vienna Asset Management LLC 58,380$2,199,0006.11%
Koss-Olinger Consulting, LLC 549,304$20,687,0003.52%
J2 Capital Management Inc 48,389$1,822,0003.46%
MBL Wealth, LLC 282,498$10,6392.30%
Meridian Wealth Advisors, LLC 205,929$7,755,0002.18%
ADE, LLC 47,937$1,805,0002.02%
Oder Investment Management, LLC 43,731$1,647,0001.93%
LEVEL FOUR ADVISORY SERVICES, LLC 393,207$14,808,0001.44%
View complete list of PACER FDS TR shareholders