PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 145 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $37,727 | +1.1% | 991 | 0.0% | 0.01% | -22.2% |
| Q4 2022 | $37,321 | +0.9% | 991 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $37,000 | 0.0% | 991 | 0.0% | 0.02% | -15.0% |
| Q2 2022 | $37,000 | -2.6% | 991 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $38,000 | -7.3% | 991 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $41,000 | 0.0% | 991 | -9.6% | 0.02% | -8.7% |
| Q3 2021 | $41,000 | -2.4% | 1,096 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $42,000 | -10.6% | 1,096 | -19.4% | 0.02% | -25.8% |
| Q1 2021 | $47,000 | +6.8% | 1,360 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $44,000 | +18.9% | 1,360 | 0.0% | 0.03% | -13.2% |
| Q1 2020 | $37,000 | – | 1,360 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 66,900 | $1,975,000 | 15.32% |
| Garrett Wealth Advisory Group, LLC | 495,333 | $14,627,000 | 11.57% |
| Financial Services Advisory Inc | 179,628 | $5,304,000 | 3.82% |
| Meridian Wealth Advisors, LLC | 245,860 | $7,260,000 | 3.12% |
| Spectrum Asset Management, Inc. (NB/CA) | 209,173 | $6,177,000 | 2.59% |
| Titus Wealth Management | 83,320 | $2,460,000 | 1.76% |
| CEDAR CAPITAL, LLC | 158,677 | $4,686,000 | 1.55% |
| Lighthouse Financial Advisors, Inc. | 121,909 | $3,599,000 | 1.37% |
| LVW Advisors, LLC | 148,118 | $4,374,000 | 0.96% |
| American Institute for Advanced Investment Management, LLP | 34,075 | $1,006,000 | 0.90% |