ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 94 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$2,183,120
+5.7%
52,353
+3.1%
1.05%
+8.9%
Q2 2023$2,066,013
+12.5%
50,762
+5.2%
0.96%
+0.2%
Q1 2023$1,835,748
+11.4%
48,233
+5.3%
0.96%
+0.9%
Q4 2022$1,647,265
+23.1%
45,821
+11.3%
0.95%
+14.0%
Q3 2022$1,338,000
-5.2%
41,156
-1.7%
0.83%
-13.9%
Q2 2022$1,411,000
-4.7%
41,869
+13.5%
0.97%
+10.1%
Q1 2022$1,480,000
+74.9%
36,900
+86.6%
0.88%
+84.8%
Q4 2021$846,00019,7790.48%
Other shareholders
PACER FDS TR shareholders Q4 2021
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