Paragon Wealth Strategies, 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
Paragon Wealth Strategies, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$31,759,185
+13.9%
661,236
-1.1%
8.74%
+5.1%
Q3 2023$27,890,370
+4.3%
668,834
+1.8%
8.32%
-1.5%
Q2 2023$26,740,045
+45.4%
657,004
+35.9%
8.44%
-24.6%
Q1 2023$18,396,807
+20570.6%
483,363
+24044.0%
11.20%
+46554.2%
Q2 2021$89,0002,0020.02%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 361,889$15,351,0001.72%
HBW ADVISORY SERVICES LLC 58,889$2,498,0000.65%
Bridge Advisory, LLC 30,678$1,301,0000.64%
ACG Wealth 95,508$4,051,0000.53%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 69,467$2,947,0000.45%
HOWARD FINANCIAL SERVICES, LTD. 27,781$1,178,0000.44%
Cetera Advisor Networks LLC 390,691$16,573,0000.22%
Fulcrum Equity Management 13,214$561,0000.22%
Arkadios Wealth Advisors 26,243$1,113,0000.16%
LEVEL FOUR FINANCIAL, LLC 8,260$350,0000.15%
View complete list of PACER FDS TR shareholders