Strategic Financial Concepts, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 171 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$63,640
-78.5%
11,007
+77.7%
0.04%
-47.9%
Q1 2024$295,523
+13.9%
6,193
+3.3%
0.07%
-53.9%
Q4 2023$259,472
-12.8%
5,997
-19.5%
0.15%
+52.5%
Q3 2023$297,682
-3.2%
7,4500.0%0.10%
-10.6%
Q2 2023$307,6687,4500.11%
Other shareholders
PACER FDS TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 127,687$4,809,00017.53%
CFS Investment Advisory Services, LLC 72,746,986$72,747,00016.73%
Vienna Asset Management LLC 58,380$2,199,0006.11%
Koss-Olinger Consulting, LLC 549,304$20,687,0003.52%
J2 Capital Management Inc 48,389$1,822,0003.46%
MBL Wealth, LLC 282,498$10,6392.30%
Meridian Wealth Advisors, LLC 205,929$7,755,0002.18%
ADE, LLC 47,937$1,805,0002.02%
Oder Investment Management, LLC 43,731$1,647,0001.93%
LEVEL FOUR ADVISORY SERVICES, LLC 393,207$14,808,0001.44%
View complete list of PACER FDS TR shareholders