Sound Financial Strategies Group, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 161 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$834,485
-12.8%
20,883
-9.8%
0.69%
-1.3%
Q2 2023$956,673
+6.0%
23,164
-2.3%
0.70%
+16.1%
Q1 2023$902,716
-1.2%
23,712
-2.7%
0.60%
-9.3%
Q4 2022$913,894
-3.6%
24,377
-3.1%
0.66%
-53.3%
Q3 2022$948,000
-0.6%
25,164
-0.9%
1.42%
+90.2%
Q2 2022$954,000
+55.9%
25,397
+61.3%
0.75%
+121.3%
Q1 2022$612,00015,7490.34%
Other shareholders
PACER FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
American Planning Services, Inc. 459,870$18,376,40512.21%
CFS Investment Advisory Services, LLC 1,881,456$75,18311.98%
J2 Capital Management Inc 96,300$3,848,1484.86%
Koss-Olinger Consulting, LLC 593,311$23,709,0003.50%
Camarda Financial Advisors, LLC 134,718$5,383,3313.47%
MAGNOLIA CAPITAL ADVISORS LLC 173,654$6,742,9843.23%
Meridian Wealth Advisors, LLC 206,366$8,246,3702.06%
Whitaker-Myers Wealth Managers, LTD. 79,084$3,160,1851.96%
Financial Enhancement Group LLC 223,404$9,094,7671.75%
WBI INVESTMENTS, LLC 217,156$8,677,3991.75%
View complete list of PACER FDS TR shareholders