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 ↓
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