WealthShield Partners, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 68 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$684,132
-29.8%
35,099
-28.0%
0.10%
-29.9%
Q2 2023$973,871
-25.8%
48,718
-25.3%
0.15%
-30.7%
Q1 2023$1,312,479
+68.3%
65,233
+68.2%
0.21%
+42.3%
Q4 2022$780,051
+21.7%
38,789
+18.7%
0.15%
+17.3%
Q3 2022$641,000
-86.4%
32,675
-85.1%
0.13%
-86.4%
Q2 2022$4,712,000
+10.2%
219,162
+24.6%
0.93%
+36.4%
Q1 2022$4,275,000
-33.7%
175,866
-26.5%
0.68%
-36.2%
Q4 2021$6,444,000
-49.0%
239,301
-48.6%
1.07%
-68.3%
Q3 2021$12,637,000
-46.9%
465,975
-45.8%
3.38%
-9.3%
Q2 2021$23,817,000
+25.6%
859,502
+23.6%
3.73%
+9.5%
Q1 2021$18,957,000
+65.4%
695,149
+67.0%
3.41%
+61.1%
Q4 2020$11,461,000
+179.3%
416,286
+164.4%
2.12%
+47.1%
Q3 2020$4,104,000
+7.9%
157,431
+3.2%
1.44%
-17.8%
Q2 2020$3,803,000
+5.1%
152,497
+7.5%
1.75%
-21.0%
Q1 2020$3,619,000
+344.0%
141,885
+344.7%
2.21%
+457.7%
Q4 2019$815,00031,9070.40%
Other shareholders
PACER FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 1,907,495$41,011,00032.15%
BIVIN & ASSOCIATES, INC. 208,948$4,492,0004.82%
360 Financial, Inc. 294,163$6,354,0003.83%
IronBridge Private Wealth, LLC 147,590$3,173,0002.38%
F3Logic, LLC 510,585$10,978,0001.92%
Stegent Equity Advisors, Inc. 67,551$1,453,0001.89%
Csenge Advisory Group 675,843$14,531,0001.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 272,423$5,857,0000.96%
WealthShield Partners, LLC 219,162$4,712,0000.93%
Eudaimonia Partners, LLC 188,734$4,058,0000.74%
View complete list of PACER FDS TR shareholders