Sound Financial Strategies Group, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PWS and the CUSIP is 69374H840. A total of 19 filers reported holding PACER FDS TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sound Financial Strategies Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$995,571
-12.9%
37,784
-9.4%
0.82%
-1.4%
Q2 2023$1,143,272
-0.8%
41,707
-2.0%
0.84%
+8.6%
Q1 2023$1,152,055
-4.2%
42,537
+1.3%
0.77%
-11.9%
Q4 2022$1,202,647
-6.8%
41,980
-5.7%
0.87%
-54.9%
Q3 2022$1,290,000
+1.3%
44,521
+7.3%
1.94%
+93.9%
Q2 2022$1,274,000
+32.2%
41,473
+32.4%
1.00%
+87.8%
Q1 2022$964,000
+187.8%
31,323
+208.8%
0.53%
+216.7%
Q4 2021$335,000
+5.7%
10,145
+2.1%
0.17%
+5.7%
Q3 2021$317,000
-0.6%
9,940
+1.0%
0.16%0.0%
Q2 2021$319,000
+7.8%
9,845
+3.8%
0.16%
+4.6%
Q1 2021$296,000
-7.8%
9,488
-13.7%
0.15%
-13.6%
Q4 2020$321,000
-94.4%
10,993
-95.1%
0.18%
-95.2%
Q3 2020$5,731,000
+4.9%
225,159
-3.8%
3.63%
+2.7%
Q2 2020$5,464,000
+1.2%
234,115
+2.2%
3.54%
-3.8%
Q1 2020$5,401,000
-12.3%
229,058
-10.7%
3.68%
-5.8%
Q4 2019$6,162,000256,4143.90%
Other shareholders
PACER FDS TR shareholders Q2 2020
NameSharesValueWeighting ↓
F3Logic, LLC 867,957$20,236,0003.73%
Sound Financial Strategies Group, LLC 234,115$5,464,0003.54%
Veracity Capital LLC 391,208$9,130,0002.56%
WealthShield Partners, LLC 182,009$4,248,0001.96%
Eudaimonia Partners, LLC 164,915$3,849,0001.46%
Financial Advocates Investment Management 21,451$501,0000.05%
ENVESTNET ASSET MANAGEMENT INC 755,409$17,631,0000.02%
Geneos Wealth Management Inc. 10,387$244,0000.01%
OSAIC HOLDINGS, INC. 71,754$1,675,0000.01%
Patriot Financial Group Insurance Agency, LLC 150$4,0000.00%
View complete list of PACER FDS TR shareholders