AXXCESS WEALTH MANAGEMENT, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 488 filers reported holding PACER FDS TR in Q2 2024. The put-call ratio across all filers is 1.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$248,118
-90.1%
5,696
-88.8%
0.01%
-89.7%
Q1 2024$2,495,229
+48.1%
50,757
+44.7%
0.07%
+38.8%
Q4 2023$1,684,46035,0710.05%
Other shareholders
PACER FDS TR shareholders Q2 2024
NameSharesValueWeighting ↓
SAGE PRIVATE WEALTH GROUP, LLC 404,426$13,625,00019.59%
Avondale Wealth Management 178,843$6,025,0006.99%
Coulter & Justus Financial Services, LLC 174,247$5,870,0004.72%
WEST MICHIGAN ADVISORS, LLC 82,502$2,779,0002.39%
HHM Wealth Advisors, LLC 242,457$8,168,0002.09%
HOWARD FINANCIAL SERVICES, LTD. 110,349$3,718,0001.26%
MONEYWISE, INC. 43,843$1,477,0001.15%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,869$1,411,0000.97%
FINANCIAL MANAGEMENT NETWORK INC 51,641$1,747,0000.93%
Cornerstone Wealth Management, LLC 233,735$7,875,0000.87%
View complete list of PACER FDS TR shareholders