Key FInancial Inc - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 152 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2023$37,727
+1.1%
9910.0%0.01%
-22.2%
Q4 2022$37,321
+0.9%
9910.0%0.02%
+5.9%
Q3 2022$37,0000.0%9910.0%0.02%
-15.0%
Q2 2022$37,000
-2.6%
9910.0%0.02%
+5.3%
Q1 2022$38,000
-7.3%
9910.0%0.02%
-9.5%
Q4 2021$41,0000.0%991
-9.6%
0.02%
-8.7%
Q3 2021$41,000
-2.4%
1,0960.0%0.02%0.0%
Q2 2021$42,000
-10.6%
1,096
-19.4%
0.02%
-25.8%
Q1 2021$47,000
+6.8%
1,3600.0%0.03%
-6.1%
Q4 2020$44,000
+18.9%
1,3600.0%0.03%
-13.2%
Q1 2020$37,0001,3600.04%
Other shareholders
PACER FDS TR shareholders Q4 2022
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