Golden State Equity Partners - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 139 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Golden State Equity Partners ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$988,131
+214.9%
24,728
+225.4%
0.28%
+212.5%
Q2 2023$313,838
-19.8%
7,599
-26.0%
0.09%
-58.5%
Q1 2023$391,169
-50.5%
10,275
-49.5%
0.21%
-46.7%
Q1 2022$790,000
-35.7%
20,348
-31.2%
0.40%
-35.8%
Q4 2021$1,228,000
+17.2%
29,569
+6.5%
0.62%
+45.2%
Q3 2021$1,048,000
-3.0%
27,770
-3.3%
0.43%
+2.4%
Q2 2021$1,080,000
+17.8%
28,715
+8.8%
0.42%
-20.3%
Q1 2021$917,000
+295.3%
26,391
+270.8%
0.52%
+226.9%
Q4 2020$232,0007,1180.16%
Other shareholders
PACER FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
CFS Investment Advisory Services, LLC 74,378,833$1,915,0008.33%
Koss-Olinger Consulting, LLC 1,049,420$40,759,0006.56%
Financial Services Advisory Inc 66,978$2,601,0004.04%
MBL Wealth, LLC 266,569$10,354,0002.53%
Oder Investment Management, LLC 42,527$1,652,0001.88%
Meridian Wealth Advisors, LLC 205,929$7,998,0001.85%
Titus Wealth Management 98,625$3,831,0001.73%
ADE, LLC 45,809$1,779,0001.67%
55I, LLC 1,204,396$46,779,0001.11%
LEVEL FOUR ADVISORY SERVICES, LLC 347,165$13,484,0001.06%
View complete list of PACER FDS TR shareholders