Bogart Wealth, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 409 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$208,436
-99.4%
4,785
-99.3%
0.01%
-99.4%
Q1 2024$35,334,884
+57.7%
718,773
+54.1%
1.82%
+43.8%
Q4 2023$22,401,720
+1405.9%
466,411
+1207.5%
1.26%
+1273.9%
Q3 2023$1,487,56435,6730.09%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
CMC Financial Group 427,187$18,608,28730.94%
Syntegra Private Wealth Group, LLC 1,747,223$76,109,0349.67%
Boothe Investment Group, Inc. 478,647$20,7409.61%
Holland Advisory Services, Inc. 149,412$6,508,3898.04%
Avondale Wealth Management 233,849$10,186,4416.96%
MONEYWISE, INC. 211,789$9,225,5384.88%
Grant Street Asset Management, Inc. 334,817$14,584,6344.57%
VISIONARY HORIZONS, LLC 143,474$6,249,7354.57%
Amplius Wealth Advisors, LLC 852,938$37,157,7044.13%
WEST BANCORPORATION INC 124,828$5,437,5084.02%
View complete list of PACER FDS TR shareholders