Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 268 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
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$4,736,743
+11.4%
113,591
+8.7%
0.07%
+14.1%
Q2 2023$4,252,681
+12.6%
104,488
+5.3%
0.06%
+6.7%
Q1 2023$3,775,519
+5.3%
99,199
-0.6%
0.06%
-1.6%
Q4 2022$3,586,861
+182.2%
99,774
+155.1%
0.06%
+154.2%
Q3 2022$1,271,000
+11.8%
39,114
+15.9%
0.02%
+14.3%
Q2 2022$1,137,000
+99.5%
33,734
+137.1%
0.02%
+133.3%
Q1 2022$570,000
+52.4%
14,225
+62.9%
0.01%
+50.0%
Q4 2021$374,000
+633.3%
8,735
+627.9%
0.01%
+500.0%
Q3 2021$51,000
-100.0%
1,200
-80.0%
0.00%
-50.0%
Q1 2021$246,060,0006,0000.00%
Other shareholders
PACER FDS TR shareholders Q3 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