Financial Planning & Information Services, Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 268 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$3,921,510
+49.0%
94,041
+45.4%
0.73%
+50.5%
Q2 2023$2,631,540
+216.2%
64,657
+195.7%
0.48%
+201.2%
Q1 2023$832,220
+176.3%
21,866
+161.0%
0.16%
+151.6%
Q4 2022$301,2258,3790.06%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 361,889$15,351,0001.72%
HBW ADVISORY SERVICES LLC 58,889$2,498,0000.65%
Bridge Advisory, LLC 30,678$1,301,0000.64%
ACG Wealth 95,508$4,051,0000.53%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 69,467$2,947,0000.45%
HOWARD FINANCIAL SERVICES, LTD. 27,781$1,178,0000.44%
Cetera Advisor Networks LLC 390,691$16,573,0000.22%
Fulcrum Equity Management 13,214$561,0000.22%
Arkadios Wealth Advisors 26,243$1,113,0000.16%
LEVEL FOUR FINANCIAL, LLC 8,260$350,0000.15%
View complete list of PACER FDS TR shareholders