Tempus Wealth Planning, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 168 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$351,089
-4.3%
8,786
-1.1%
0.18%
+6.0%
Q2 2023$366,992
+9.2%
8,886
+0.7%
0.17%
+1.2%
Q1 2023$336,006
-21.4%
8,826
-22.6%
0.16%
-36.9%
Q4 2022$427,423
-31.2%
11,401
-30.9%
0.26%
-37.2%
Q3 2022$621,000
+6.0%
16,497
+5.8%
0.41%
-14.1%
Q2 2022$586,000
-3.3%
15,5970.0%0.48%
+11.8%
Q1 2022$606,000
-11.1%
15,597
-5.0%
0.43%
+17.1%
Q4 2021$682,000
+10.0%
16,410
-0.2%
0.37%
+4.8%
Q3 2021$620,000
-0.2%
16,435
-0.5%
0.35%
-14.8%
Q2 2021$621,000
+17.4%
16,510
+8.3%
0.41%
-26.4%
Q1 2021$529,000
+15.8%
15,238
+9.0%
0.56%
-5.1%
Q4 2020$457,000
+10.7%
13,9780.0%0.59%
-1.2%
Q3 2020$413,000
+9.5%
13,978
+0.7%
0.60%
+6.2%
Q2 2020$377,000
+29.1%
13,878
+28.5%
0.56%
+17.6%
Q1 2020$292,000
-18.0%
10,803
+1.4%
0.48%
+52.2%
Q4 2019$356,00010,6530.31%
Other shareholders
PACER FDS TR shareholders Q2 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