IHT Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 99 filers reported holding PACER FDS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2023$220,568
-7.6%
10,963
-7.7%
0.01%
-13.3%
Q4 2022$238,795
-5.2%
11,874
-7.4%
0.02%
-21.1%
Q3 2022$252,000
-6.7%
12,823
+2.2%
0.02%
-20.8%
Q2 2022$270,000
-13.7%
12,541
-2.7%
0.02%0.0%
Q1 2022$313,000
+5.7%
12,895
+17.2%
0.02%
+9.1%
Q4 2021$296,000
-30.0%
11,002
-29.4%
0.02%
-35.3%
Q3 2021$423,000
+5.2%
15,594
+7.6%
0.03%
+36.0%
Q2 2021$402,000
+18.2%
14,489
+16.3%
0.02%
+4.2%
Q1 2021$340,000
+34.9%
12,459
+36.2%
0.02%
+14.3%
Q4 2020$252,0009,1500.02%
Other shareholders
PACER FDS TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 1,996,076$53,754,00026.88%
Koss-Olinger Consulting, LLC 2,338,096$62,965,0009.70%
BIVIN & ASSOCIATES, INC. 369,843$9,960,0008.69%
F3Logic, LLC 2,229,556$60,037,0007.01%
Clarus Group, Inc. 357,149$9,497,0006.39%
WEST MICHIGAN ADVISORS, LLC 294,799$7,939,0005.92%
Trinity Wealth Management, LLC 293,648$7,908,0005.44%
J2 Capital Management Inc 192,925$5,195,0004.94%
ODonnell Financial Services, LLC 386,611$10,079,0004.66%
MACROVIEW INVESTMENT MANAGEMENT LLC 106,359$2,864,0003.66%
View complete list of PACER FDS TR shareholders