ENVESTNET ASSET MANAGEMENT INC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 713 filers reported holding PACER FDS TR in Q1 2024. The put-call ratio across all filers is 1.48 and the average weighting 1.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$348,980,589
+17.2%
6,404,489
+25.0%
0.12%
+9.9%
Q1 2024$297,678,898
+46.7%
5,122,679
+31.2%
0.11%
+32.1%
Q4 2023$202,923,560
+25.3%
3,903,127
+19.1%
0.08%
+13.5%
Q3 2023$161,975,877
+74.9%
3,276,874
+69.3%
0.07%
+80.5%
Q2 2023$92,628,514
+7.5%
1,935,001
+5.4%
0.04%0.0%
Q1 2023$86,176,415
+10.8%
1,835,493
+9.1%
0.04%
+2.5%
Q4 2022$77,794,622
+7.5%
1,682,046
-4.6%
0.04%
-2.4%
Q3 2022$72,359,000
+98.2%
1,763,985
+108.1%
0.04%
+105.0%
Q2 2022$36,516,000
+42.3%
847,820
+64.4%
0.02%
+53.8%
Q1 2022$25,670,000
+686.5%
515,662
+644.1%
0.01%
+550.0%
Q4 2021$3,264,000
+184.6%
69,304
+164.1%
0.00%
+100.0%
Q3 2021$1,147,000
+67.2%
26,246
+63.8%
0.00%
Q2 2021$686,000
+165.9%
16,027
+153.2%
0.00%
Q1 2021$258,000
-82.0%
6,331
-85.2%
0.00%
-100.0%
Q4 2020$1,434,00042,7330.00%
Other shareholders
PACER FDS TR shareholders Q1 2024
NameSharesValueWeighting ↓
Presidio Capital Management, LLC 374,332$15,355,00016.48%
American Planning Services, Inc. 306$12,532,00015.55%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,493,298$61,255,00015.33%
Lee Financial Group Hawaii, Inc. 409,192$16,785,00013.51%
Requisite Capital Management, LLC 693,397$28,443,0009.60%
Echo Wealth Management, LLC 132,198$6,035,0007.94%
Core Wealth Advisors, Inc. 299,613$12,290,0007.16%
Annex Advisory Services, LLC 2,469,546$101,301,0006.83%
Wiser Wealth Management, Inc 312,434$12,816,0006.70%
IAM Advisory, LLC 374,193$15,349,0006.48%
View complete list of PACER FDS TR shareholders