PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 82 filers reported holding PACER FDS TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $906,000 | -13.0% | 46,148 | -4.7% | 0.36% | -5.5% |
| Q2 2022 | $1,041,000 | -14.2% | 48,421 | -2.9% | 0.38% | -0.5% |
| Q1 2022 | $1,213,000 | -14.4% | 49,892 | -5.2% | 0.38% | -17.6% |
| Q4 2021 | $1,417,000 | +79.8% | 52,613 | +81.1% | 0.47% | +60.7% |
| Q3 2021 | $788,000 | -15.8% | 29,045 | -14.0% | 0.29% | -10.5% |
| Q2 2021 | $936,000 | +65.7% | 33,767 | +62.9% | 0.32% | +101.2% |
| Q1 2021 | $565,000 | +27.5% | 20,731 | +28.9% | 0.16% | +16.7% |
| Q4 2020 | $443,000 | – | 16,082 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Financial Strategies Group, LLC | 2,063,627 | $55,966,000 | 28.10% |
| Koss-Olinger Consulting, LLC | 2,345,129 | $63,600,000 | 10.36% |
| F3Logic, LLC | 2,714,557 | $73,620,000 | 9.64% |
| Clarus Group, Inc. | 368,804 | $10,002,000 | 6.90% |
| Trinity Wealth Management, LLC | 314,534 | $8,530,000 | 6.45% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 117,625 | $3,190,000 | 4.13% |
| 360 Financial, Inc. | 260,901 | $7,076,000 | 3.65% |
| WealthShield Partners, LLC | 465,975 | $12,637,000 | 3.38% |
| ODonnell Financial Services, LLC | 211,327 | $5,731,000 | 2.75% |
| MBL Wealth, LLC | 257,717 | $6,989,000 | 2.42% |