Sound Financial Strategies Group, LLC - PACER FDS TR ownership

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PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 60 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$16,391
-2.5%
8410.0%0.01%
+16.7%
Q2 2023$16,812
-0.6%
8410.0%0.01%
+9.1%
Q1 2023$16,921
-67.0%
841
-67.0%
0.01%
-70.3%
Q4 2022$51,260
-41.1%
2,549
-42.3%
0.04%
-71.8%
Q3 2022$87,000
-99.8%
4,414
-99.8%
0.13%
-99.6%
Q2 2022$41,011,000
-12.3%
1,907,495
-0.8%
32.15%
+24.5%
Q1 2022$46,756,000
-13.0%
1,923,319
-3.6%
25.82%
-3.9%
Q4 2021$53,754,000
-4.0%
1,996,076
-3.3%
26.88%
-4.3%
Q3 2021$55,966,000
-0.9%
2,063,627
+1.3%
28.10%
-0.1%
Q2 2021$56,467,000
+2.3%
2,037,791
+0.7%
28.13%
-0.5%
Q1 2021$55,172,000
+47.4%
2,023,175
+48.8%
28.27%
+38.1%
Q4 2020$37,427,000
+90.9%
1,359,497
+80.8%
20.47%
+64.7%
Q3 2020$19,606,000
+4.5%
752,061
-0.0%
12.43%
+2.3%
Q2 2020$18,759,000
+0.3%
752,183
+2.6%
12.14%
-4.6%
Q1 2020$18,694,000–732,829–12.73%–
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Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Csenge Advisory Group 966,794$19,442,2181.51%
CREATIVE FINANCIAL DESIGNS INC /ADV 269,600$5,421,6650.80%
LaSalle St. Investment Advisors, LLC 67,021$1,3470.64%
Whitaker-Myers Wealth Managers, LTD. 11,328$227,8070.22%
Intrepid Financial Planning Group LLC 18,605$374,1470.20%
Koss-Olinger Consulting, LLC 62,357$1,254,0000.18%
WealthBridge Capital Management, LLC 21,251$427,3490.18%
Eudaimonia Partners, LLC 36,135$726,6680.18%
WealthShield Partners, LLC 38,789$780,0510.15%
Financial Advocates Investment Management 86,978$1,749,1350.13%
View complete list of PACER FDS TR shareholders