Dynamic Advisor Solutions LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 9 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$732,465
-59.2%
17,565
-60.2%
0.04%
-62.4%
Q2 2023$1,795,847
+673.8%
44,124
+623.6%
0.09%
+564.3%
Q1 2023$232,075
-3.5%
6,098
-8.8%
0.01%
-12.5%
Q4 2022$240,418
+2.3%
6,688
-7.7%
0.02%
-11.1%
Q3 2022$235,000
-18.1%
7,245
-15.0%
0.02%
-18.2%
Q2 2022$287,000
-30.5%
8,523
-17.3%
0.02%
-24.1%
Q1 2022$413,000
-12.7%
10,303
-6.9%
0.03%
-14.7%
Q4 2021$473,000
+38.3%
11,070
+37.3%
0.03%
+30.8%
Q3 2021$342,0008,0640.03%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
CMC Financial Group 276,676$11,537,38518.12%
Paragon Wealth Strategies, LLC 668,834$27,890,3708.32%
Coulter & Justus Financial Services, LLC 265,199$11,058,7988.04%
Avondale Wealth Management 211,517$8,820,2417.74%
MONEYWISE, INC. 287,022$11,968,8307.51%
Legacy CG, LLC 318,926$13,299,2276.18%
Artemis Wealth Advisors, LLC 728,693$30,388,3255.68%
CORA CAPITAL ADVISORS LLC 164,428$6,856,6484.60%
Pasadena Private Wealth, LLC 355,578$14,827,6034.44%
Smart Portfolios, LLC 58,607$2,443,9144.39%
View complete list of PACER FDS TR shareholders