Fermata Advisors, LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,179,628
+265.7%
33,605
+321.9%
0.33%
+70.3%
Q1 2023$322,606
-74.7%
7,966
-77.0%
0.20%
-48.4%
Q4 2022$1,275,481
+1.6%
34,671
-2.4%
0.38%
-7.4%
Q3 2022$1,255,000
-17.2%
35,538
-4.2%
0.41%
-22.7%
Q2 2022$1,515,000
-29.3%
37,094
-12.0%
0.53%
-34.2%
Q1 2022$2,142,000
+39.6%
42,145
+54.0%
0.80%
+43.1%
Q4 2021$1,534,000
+196.1%
27,373
+131.7%
0.56%
+145.0%
Q3 2021$518,00011,8150.23%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stegent Equity Advisors, Inc. 91,233$4,636,0003.91%
Fulcrum Equity Management 79,736$4,051,0002.40%
VISTA FINANCE, LLC 30,576$1,554,0002.30%
TPG Financial Advisors, LLC 65,988$3,353,0002.03%
RiverTree Advisors, LLC 55,656$2,828,0001.90%
Savior LLC 47,808$2,455,0001.83%
TAP Consulting, LLC 82,589$4,196,0001.10%
Advisory Resource Group 62,787$3,190,0000.99%
Fermata Advisors, LLC 42,145$2,142,0000.80%
Sowell Financial Services LLC 118,580$4,474,0000.78%
View complete list of PACER FDS TR shareholders