WealthPLAN Partners, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 111 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$22,167,022
+7.6%
426,371
+2.3%
2.28%
-4.8%
Q3 2023$20,607,918
+18.7%
416,911
+14.9%
2.40%
-2.5%
Q2 2023$17,367,839
-9.0%
362,813
-10.8%
2.46%
+13.1%
Q1 2023$19,088,859
-28.9%
406,578
-24.2%
2.17%
+15.8%
Q4 2022$26,850,931
+75.1%
536,268
+67.8%
1.88%
+76.3%
Q1 2022$15,336,000
+135.1%
319,555
+131.0%
1.06%
+147.4%
Q4 2021$6,522,000
+33.8%
138,326
+31.8%
0.43%
+32.7%
Q3 2021$4,875,000104,9220.32%
Other shareholders
PACER FDS TR shareholders Q4 2021
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