SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 123 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$350,000
-32.0%
16,300
-23.1%
0.14%
-19.0%
Q1 2022$515,000
-38.7%
21,200
-32.1%
0.17%
-38.7%
Q4 2021$840,000
-3.8%
31,200
-3.1%
0.28%
-11.0%
Q3 2021$873,000
-2.1%
32,2000.0%0.32%
-1.5%
Q2 2021$892,000
+17.2%
32,200
+15.4%
0.32%
+3.2%
Q1 2021$761,000
+6.3%
27,900
+7.3%
0.31%
-8.7%
Q4 2020$716,000
+5.6%
26,0000.0%0.34%
-10.4%
Q3 2020$678,00026,0000.38%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 2,063,627$55,966,00028.10%
Koss-Olinger Consulting, LLC 2,345,129$63,600,00010.36%
F3Logic, LLC 2,714,557$73,620,0009.64%
Clarus Group, Inc. 368,804$10,002,0006.90%
Trinity Wealth Management, LLC 314,534$8,530,0006.45%
MACROVIEW INVESTMENT MANAGEMENT LLC 117,625$3,190,0004.13%
360 Financial, Inc. 260,901$7,076,0003.65%
WealthShield Partners, LLC 465,975$12,637,0003.38%
ODonnell Financial Services, LLC 211,327$5,731,0002.75%
MBL Wealth, LLC 257,717$6,989,0002.42%
View complete list of PACER FDS TR shareholders