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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $39,331,898 | -11.5% | 902,326 | -0.1% | 3.70% | -17.6% |
Q1 2024 | $44,418,243 | -10.6% | 903,434 | -12.6% | 4.49% | -52.9% |
Q4 2023 | $49,661,567 | +63.4% | 1,033,970 | +41.9% | 9.52% | +67.5% |
Q3 2023 | $30,388,325 | -36.1% | 728,693 | -37.6% | 5.68% | +31.2% |
Q2 2023 | $47,556,566 | – | 1,168,466 | – | 4.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CMC Financial Group | 427,187 | $18,608,287 | 30.94% |
Syntegra Private Wealth Group, LLC | 1,747,223 | $76,109,034 | 9.67% |
Boothe Investment Group, Inc. | 478,647 | $20,740 | 9.61% |
Holland Advisory Services, Inc. | 149,412 | $6,508,389 | 8.04% |
Avondale Wealth Management | 233,849 | $10,186,441 | 6.96% |
MONEYWISE, INC. | 211,789 | $9,225,538 | 4.88% |
Grant Street Asset Management, Inc. | 334,817 | $14,584,634 | 4.57% |
VISIONARY HORIZONS, LLC | 143,474 | $6,249,735 | 4.57% |
Amplius Wealth Advisors, LLC | 852,938 | $37,157,704 | 4.13% |
WEST BANCORPORATION INC | 124,828 | $5,437,508 | 4.02% |