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 | $1,143,428 | -3.8% | 26,249 | +8.6% | 0.08% | -7.6% |
| Q1 2024 | $1,188,266 | +6.4% | 24,171 | +3.9% | 0.09% | +15.0% |
| Q4 2023 | $1,116,893 | +56.8% | 23,254 | +36.1% | 0.08% | +33.3% |
| Q3 2023 | $712,405 | +94.1% | 17,084 | +89.4% | 0.06% | +93.5% |
| Q2 2023 | $367,117 | +6.9% | 9,020 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $343,304 | – | 9,020 | – | 0.03% | – |
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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% |