ACG Wealth - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 353 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is 2.26 and the average weighting 1.0%.

Quarter-by-quarter ownership
ACG Wealth ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2022$12,715,000
+4.7%
309,974
+9.9%
2.91%
+17.2%
Q2 2022$12,150,000
-11.1%
282,109
+2.7%
2.48%
-3.9%
Q1 2022$13,673,000
+5.0%
274,670
-0.7%
2.58%
+39.6%
Q4 2021$13,021,000
+6.5%
276,515
-1.1%
1.85%
+15.2%
Q3 2021$12,221,000
-0.7%
279,651
-2.8%
1.61%
+2.9%
Q2 2021$12,304,000
+17.0%
287,604
+11.3%
1.56%
+12.0%
Q1 2021$10,512,000
+20.1%
258,395
-0.9%
1.39%
+15.3%
Q4 2020$8,752,000
-10.2%
260,777
-24.6%
1.21%
-17.7%
Q3 2020$9,745,000
-11.6%
345,702
-16.0%
1.47%
-18.3%
Q2 2020$11,027,000
+283.4%
411,453
+216.0%
1.80%
+235.6%
Q1 2020$2,876,000
+19.7%
130,192
+68.3%
0.54%
+49.7%
Q4 2019$2,403,000
-1.7%
77,350
-8.9%
0.36%
-0.8%
Q3 2019$2,445,000
-16.0%
84,929
-16.3%
0.36%
-7.7%
Q2 2019$2,912,000
+7.7%
101,497
+8.6%
0.39%
+8.0%
Q1 2019$2,704,000
+76.7%
93,480
+57.1%
0.36%
+54.0%
Q4 2018$1,530,00059,5210.24%
Other shareholders
PACER FDS TR shareholders Q3 2022
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