ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 192 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$6,450,539
+18.4%
148,084
+33.6%
2.16%
+9.8%
Q1 2024$5,449,239
+105.1%
110,847
+100.4%
1.96%
+80.6%
Q4 2023$2,657,212
+21.7%
55,324
+5.7%
1.09%
+3.8%
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 Q1 2023
NameSharesValueWeighting ↓
CMC Financial Group 427,187$18,608,28730.94%
Syntegra Private Wealth Group, LLC 1,747,223$76,109,0349.67%
Boothe Investment Group, Inc. 478,647$20,7409.61%
Holland Advisory Services, Inc. 149,412$6,508,3898.04%
Avondale Wealth Management 233,849$10,186,4416.96%
MONEYWISE, INC. 211,789$9,225,5384.88%
Grant Street Asset Management, Inc. 334,817$14,584,6344.57%
VISIONARY HORIZONS, LLC 143,474$6,249,7354.57%
Amplius Wealth Advisors, LLC 852,938$37,157,7044.13%
WEST BANCORPORATION INC 124,828$5,437,5084.02%
View complete list of PACER FDS TR shareholders