Newbridge Financial Services Group, Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 62 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2023$2,012
-92.5%
100
-92.5%
0.00%
-93.3%
Q4 2022$26,847
+3.3%
1,3350.0%0.02%0.0%
Q3 2022$26,000
-36.6%
1,335
-29.2%
0.02%
-40.0%
Q2 2022$41,000
-46.1%
1,885
-40.1%
0.02%
-32.4%
Q1 2022$76,000
+15.2%
3,145
+29.2%
0.04%
+19.4%
Q4 2021$66,000
+17.9%
2,435
+18.2%
0.03%
-11.4%
Q3 2021$56,000
+86.7%
2,060
+87.3%
0.04%
+94.4%
Q2 2021$30,000
-47.4%
1,100
-47.6%
0.02%
-57.1%
Q1 2021$57,000
+32.6%
2,100
+35.5%
0.04%
+20.0%
Q4 2020$43,000
+760.0%
1,550
+675.0%
0.04%
+600.0%
Q3 2020$5,0002000.01%
Other shareholders
PACER FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 2,063,627$55,966,00028.10%
Koss-Olinger Consulting, LLC 2,345,129$63,600,00010.36%
F3Logic, LLC 2,714,557$73,620,0009.64%
Clarus Group, Inc. 368,804$10,002,0006.90%
Trinity Wealth Management, LLC 314,534$8,530,0006.45%
MACROVIEW INVESTMENT MANAGEMENT LLC 117,625$3,190,0004.13%
360 Financial, Inc. 260,901$7,076,0003.65%
WealthShield Partners, LLC 465,975$12,637,0003.38%
ODonnell Financial Services, LLC 211,327$5,731,0002.75%
MBL Wealth, LLC 257,717$6,989,0002.42%
View complete list of PACER FDS TR shareholders