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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,776 | -29.4% | 5,600 | -27.1% | 0.05% | -28.2% |
| Q2 2023 | $317,101 | -35.2% | 7,678 | -40.2% | 0.07% | -38.3% |
| Q1 2023 | $489,040 | -12.2% | 12,846 | -13.5% | 0.12% | -41.0% |
| Q4 2022 | $556,726 | +122.7% | 14,846 | +123.4% | 0.20% | +99.0% |
| Q3 2022 | $250,000 | +1.6% | 6,644 | +1.5% | 0.10% | +18.1% |
| Q2 2022 | $246,000 | -7.2% | 6,544 | -4.4% | 0.08% | +5.1% |
| Q1 2022 | $265,000 | -3.6% | 6,844 | +3.3% | 0.08% | -2.5% |
| Q4 2021 | $275,000 | -10.4% | 6,628 | -11.3% | 0.08% | -12.0% |
| Q3 2021 | $307,000 | -5.5% | 7,473 | -11.8% | 0.09% | -9.8% |
| Q2 2021 | $325,000 | -7.4% | 8,473 | -11.7% | 0.10% | -8.1% |
| Q1 2021 | $351,000 | +8.0% | 9,593 | -3.3% | 0.11% | -9.8% |
| Q4 2020 | $325,000 | – | 9,923 | – | 0.12% | – |
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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% |