NATIONS FINANCIAL GROUP INC, /IA/ /ADV - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 66 filers reported holding PACER FDS TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$6,015,842
+10.7%
110,402
+18.1%
0.49%
+7.2%
Q1 2024$5,433,589
+29.0%
93,505
+15.4%
0.46%
+17.4%
Q4 2023$4,212,239
+60.1%
81,020
+52.3%
0.39%
+47.2%
Q3 2023$2,630,228
-7.6%
53,211
-10.5%
0.26%
-5.4%
Q2 2023$2,845,391
+5.0%
59,439
+2.9%
0.28%
-1.4%
Q1 2023$2,710,854
+81.8%
57,739
+79.1%
0.28%
+70.1%
Q4 2022$1,490,969
+42.8%
32,237
+26.7%
0.17%
+10.6%
Q3 2022$1,044,000
+7.6%
25,440
+12.9%
0.15%
+16.2%
Q2 2022$970,000
+144.3%
22,529
+182.3%
0.13%
+170.8%
Q1 2022$397,000
-47.7%
7,980
-50.5%
0.05%
-52.0%
Q4 2021$759,000
+47.7%
16,112
+36.9%
0.10%
+28.2%
Q3 2021$514,000
+75.4%
11,766
+71.6%
0.08%
+59.2%
Q2 2021$293,0006,8570.05%
Other shareholders
PACER FDS TR shareholders Q2 2021
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 574,159$24,729,00020.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,735,605$74,753,00017.23%
Lee Financial Group Hawaii, Inc. 408,203$17,581,00017.14%
Presidio Capital Management, LLC 352,468$15,181,00016.30%
American Planning Services, Inc. 310,888$13,389,00014.90%
Brio Consultants, LLC 722,711$31,228,0007.09%
Pacific Wealth Management 145,794$6,279,0006.92%
IAM Advisory, LLC 381,342$16,424,0006.75%
Core Wealth Advisors, Inc. 248,545$10,705,0006.58%
Wiser Wealth Management, Inc 287,359$12,377,0006.41%
View complete list of PACER FDS TR shareholders