Fermata Advisors, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is INDS and the CUSIP is 69374H766. A total of 72 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$632,157
-46.4%
15,109
-55.0%
0.15%
-54.5%
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 ↓
TPG Financial Advisors, LLC 67,253$2,746,0001.84%
RiverTree Advisors, LLC 52,147$2,129,0001.66%
CASTLE WEALTH MANAGEMENT LLC 57,707$2,356,0001.37%
Anfield Capital Management, LLC 43,764$1,787,0000.81%
Advisory Resource Group 57,428$2,345,0000.77%
Stegent Equity Advisors, Inc. 14,266$583,0000.76%
Paragon Private Wealth Management, LLC 15,196$620,0000.66%
Fermata Advisors, LLC 37,094$1,515,0000.53%
S.C. Financial Services, Inc. 8,346$341,0000.52%
Cedar Brook Financial Partners, LLC 40,532$1,655,0000.52%
View complete list of PACER FDS TR shareholders