PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 275 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,988 | +15.6% | 62 | 0.0% | 0.00% | – |
| Q3 2023 | $2,585 | +2.5% | 62 | 0.0% | 0.00% | – |
| Q2 2023 | $2,523 | +6.9% | 62 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $2,360 | +5.9% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,229 | -44.3% | 62 | -43.6% | 0.00% | -50.0% |
| Q3 2022 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | – | 110 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE PRIVATE WEALTH GROUP, LLC | 404,426 | $13,625,000 | 19.59% |
| Avondale Wealth Management | 178,843 | $6,025,000 | 6.99% |
| Coulter & Justus Financial Services, LLC | 174,247 | $5,870,000 | 4.72% |
| WEST MICHIGAN ADVISORS, LLC | 82,502 | $2,779,000 | 2.39% |
| HHM Wealth Advisors, LLC | 242,457 | $8,168,000 | 2.09% |
| HOWARD FINANCIAL SERVICES, LTD. | 110,349 | $3,718,000 | 1.26% |
| MONEYWISE, INC. | 43,843 | $1,477,000 | 1.15% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 41,869 | $1,411,000 | 0.97% |
| FINANCIAL MANAGEMENT NETWORK INC | 51,641 | $1,747,000 | 0.93% |
| Cornerstone Wealth Management, LLC | 233,735 | $7,875,000 | 0.87% |