PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 161 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $761,558 | -3.2% | 19,058 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $787,095 | +7.4% | 19,058 | -1.0% | 0.00% | 0.0% |
Q1 2023 | $733,000 | +2.6% | 19,254 | +1.0% | 0.00% | 0.0% |
Q4 2022 | $714,484 | -0.5% | 19,058 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $718,000 | -32.3% | 19,058 | -32.6% | 0.00% | 0.0% |
Q2 2022 | $1,061,000 | -3.4% | 28,258 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $1,098,000 | -6.5% | 28,258 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $1,174,000 | +10.1% | 28,258 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $1,066,000 | +0.3% | 28,258 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,063,000 | +8.2% | 28,258 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $982,000 | +6.2% | 28,258 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $925,000 | +75.5% | 28,258 | +58.3% | 0.00% | 0.0% |
Q3 2020 | $527,000 | +67.8% | 17,854 | +90.3% | 0.00% | – |
Q4 2019 | $314,000 | +7.9% | 9,380 | 0.0% | 0.00% | – |
Q3 2019 | $291,000 | – | 9,380 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Services Advisory Inc | 127,687 | $4,809,000 | 17.53% |
CFS Investment Advisory Services, LLC | 72,746,986 | $72,747,000 | 16.73% |
Vienna Asset Management LLC | 58,380 | $2,199,000 | 6.11% |
Koss-Olinger Consulting, LLC | 549,304 | $20,687,000 | 3.52% |
J2 Capital Management Inc | 48,389 | $1,822,000 | 3.46% |
MBL Wealth, LLC | 282,498 | $10,639 | 2.30% |
Meridian Wealth Advisors, LLC | 205,929 | $7,755,000 | 2.18% |
ADE, LLC | 47,937 | $1,805,000 | 2.02% |
Oder Investment Management, LLC | 43,731 | $1,647,000 | 1.93% |
LEVEL FOUR ADVISORY SERVICES, LLC | 393,207 | $14,808,000 | 1.44% |