PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 173 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,932 | -4.1% | 9,708 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $404,575 | +6.7% | 9,796 | -1.6% | 0.00% | 0.0% |
| Q1 2023 | $379,139 | +92372.9% | 9,959 | -9.0% | 0.00% | 0.0% |
| Q4 2022 | $410 | -99.9% | 10,947 | +8.8% | 0.00% | 0.0% |
| Q3 2022 | $379,000 | -20.0% | 10,060 | -20.3% | 0.00% | 0.0% |
| Q2 2022 | $474,000 | -1.9% | 12,628 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $483,000 | -10.2% | 12,427 | -4.0% | 0.00% | 0.0% |
| Q4 2021 | $538,000 | +36.2% | 12,945 | +23.5% | 0.00% | 0.0% |
| Q3 2021 | $395,000 | -1.5% | 10,482 | -1.7% | 0.00% | 0.0% |
| Q2 2021 | $401,000 | – | 10,665 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 66,900 | $1,975,000 | 15.32% |
| Garrett Wealth Advisory Group, LLC | 495,333 | $14,627,000 | 11.57% |
| Financial Services Advisory Inc | 179,628 | $5,304,000 | 3.82% |
| Meridian Wealth Advisors, LLC | 245,860 | $7,260,000 | 3.12% |
| Spectrum Asset Management, Inc. (NB/CA) | 209,173 | $6,177,000 | 2.59% |
| Titus Wealth Management | 83,320 | $2,460,000 | 1.76% |
| CEDAR CAPITAL, LLC | 158,677 | $4,686,000 | 1.55% |
| Lighthouse Financial Advisors, Inc. | 121,909 | $3,599,000 | 1.37% |
| LVW Advisors, LLC | 148,118 | $4,374,000 | 0.96% |
| American Institute for Advanced Investment Management, LLP | 34,075 | $1,006,000 | 0.90% |