Perigon Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 304 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$2,941,018
-34.2%
59,499
-36.2%
0.12%
+35.2%
Q2 2023$4,466,842
+204.1%
93,312
+198.2%
0.09%
+4.8%
Q1 2023$1,469,090
-43.3%
31,291
-44.1%
0.08%
+5.0%
Q4 2022$2,591,202
+671.2%
56,026
+583.2%
0.08%
+175.9%
Q3 2022$336,000
+2.8%
8,200
+7.9%
0.03%
+7.4%
Q2 2022$327,000
-2.7%
7,600
-7.3%
0.03%
-6.9%
Q3 2011$336,0008,2000.03%
Other shareholders
PACER FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 545,848$26,129,72823.88%
COLUMBIA ADVISORY PARTNERS LLC 266,796$12,771,52513.66%
CMC Financial Group 146,795$7,027,09113.36%
Provident Wealth Management, LLC 544,337$26,057,40712.83%
UNIQUE WEALTH, LLC 610,133$29,207,06912.76%
Presidio Capital Management, LLC 323,995$15,509,62312.42%
Requisite Capital Management, LLC 1,005,019$48,110,25812.23%
INSTRUMENTAL WEALTH, LLC 186,183$9,127,01610.97%
O'Brien Wealth Partners LLC 758,208$36,295,44110.68%
Clay Northam Wealth Management, LLC 189,362$9,064,7548.62%
View complete list of PACER FDS TR shareholders