PACER FDS TR's ticker is PSMJ and the CUSIP is 69374H493.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,513,929 | +31.3% | 1,185,133 | +33.4% | 0.10% | +25.0% |
Q2 2023 | $20,952,372 | +22.6% | 888,377 | +13.7% | 0.08% | +15.1% |
Q1 2023 | $17,089,077 | -6.0% | 781,390 | -10.6% | 0.07% | -21.5% |
Q4 2022 | $18,183,911 | +2.8% | 873,966 | -2.1% | 0.09% | -24.4% |
Q3 2022 | $17,682,000 | +1.4% | 893,146 | +4.1% | 0.12% | -5.4% |
Q2 2022 | $17,445,000 | +36.6% | 858,113 | +42.9% | 0.13% | +23.8% |
Q1 2022 | $12,775,000 | +48.1% | 600,521 | +48.5% | 0.10% | +19.3% |
Q4 2021 | $8,624,000 | -35.9% | 404,486 | -38.2% | 0.09% | -48.2% |
Q3 2021 | $13,448,000 | – | 654,726 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYKON CAPITAL LLC | 220,831 | $5,126,790 | 2.20% |
Swan Global Investments, LLC | 1,185,133 | $27,518,788 | 0.88% |
Realta Investment Advisors | 45,475 | $1,072,528 | 0.25% |
Anfield Capital Management, LLC | 10,369 | $240,726 | 0.12% |
Pacer Advisors, Inc. | 1,185,133 | $27,513,929 | 0.10% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,070 | $280,216 | 0.08% |
Sutton Wealth Advisors Inc. | 4,820 | $111,901 | 0.06% |
True Link Financial Advisors, LLC | 14,400 | $334,309 | 0.04% |
LINCOLN NATIONAL CORP | 49,768 | $1,155,403 | 0.02% |
Ameritas Advisory Services, LLC | 13,300 | $308,771 | 0.02% |