AVAII WEALTH MANAGEMENT, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 492 filers reported holding PACER FDS TR in Q1 2024. The put-call ratio across all filers is 1.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
AVAII WEALTH MANAGEMENT, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$862,691
-11.6%
19,805
-0.2%
0.48%
-16.6%
Q1 2024$975,722
-21.3%
19,848
-23.1%
0.57%
-29.1%
Q4 2023$1,239,687
+165.4%
25,811
+130.5%
0.81%
+128.2%
Q3 2023$467,048
+10.1%
11,200
+7.5%
0.35%
+8.6%
Q2 2023$424,131
+9.5%
10,421
+2.4%
0.33%
-3.6%
Q1 2023$387,504
+17.1%
10,181
+10.6%
0.34%
+14.2%
Q4 2022$330,992
+40.3%
9,207
+27.0%
0.30%
+20.8%
Q3 2022$236,000
+6.3%
7,248
+10.1%
0.24%
+3.4%
Q2 2022$222,000
-1.8%
6,586
+16.6%
0.24%
+13.4%
Q1 2022$226,0005,6470.21%
Other shareholders
PACER FDS TR shareholders Q1 2024
NameSharesValueWeighting ↓
CMC Financial Group 276,676$11,537,38518.12%
Paragon Wealth Strategies, LLC 668,834$27,890,3708.32%
Coulter & Justus Financial Services, LLC 265,199$11,058,7988.04%
Avondale Wealth Management 211,517$8,820,2417.74%
MONEYWISE, INC. 287,022$11,968,8307.51%
Legacy CG, LLC 318,926$13,299,2276.18%
Artemis Wealth Advisors, LLC 728,693$30,388,3255.68%
CORA CAPITAL ADVISORS LLC 164,428$6,856,6484.60%
Pasadena Private Wealth, LLC 355,578$14,827,6034.44%
Smart Portfolios, LLC 58,607$2,443,9144.39%
View complete list of PACER FDS TR shareholders