ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 268 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.

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 Q3 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 296,598$9,260,0001.14%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 16,536$516,0000.04%
Stratos Wealth Partners, LTD. 19,660$614,0000.02%
CreativeOne Wealth, LLC 6,752$211,0000.02%
B. Riley Wealth Advisors, Inc. 9,150$286,0000.02%
Patriot Financial Group Insurance Agency, LLC 1,000$31,0000.01%
Pacer Advisors, Inc. 9,277$290,0000.01%
LPL Financial LLC 95,615$2,985,0000.00%
Private Advisor Group, LLC 10,841$338,0000.00%
WELLS FARGO & COMPANY/MN 198,068$6,184,0000.00%
View complete list of PACER FDS TR shareholders