BEACON INVESTMENT ADVISORY SERVICES, INC. - 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$4,197,003
+2.5%
84,908
-0.8%
0.21%
+9.5%
Q2 2023$4,096,380
+3.2%
85,573
+1.2%
0.19%
-2.1%
Q1 2023$3,969,576
+15.6%
84,549
+13.9%
0.19%
+9.7%
Q4 2022$3,433,554
+13.1%
74,239
+0.3%
0.18%
+5.4%
Q3 2022$3,037,000
-2.8%
74,047
+2.1%
0.17%
+2.5%
Q2 2022$3,124,00072,5420.16%
Other shareholders
PACER FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 530,074$26,201,57824.05%
CMC Financial Group 277,154$13,699,72021.52%
COLUMBIA ADVISORY PARTNERS LLC 268,231$13,258,65814.45%
Requisite Capital Management, LLC 1,085,179$53,640,37813.62%
Provident Wealth Management, LLC 564,349$27,895,77113.56%
Presidio Capital Management, LLC 287,184$14,195,49412.46%
UNIQUE WEALTH, LLC 569,190$28,135,05411.75%
INSTRUMENTAL WEALTH, LLC 196,153$9,819,43811.47%
O'Brien Wealth Partners LLC 756,611$37,399,27510.73%
ODonnell Financial Services, LLC 352,556$17,426,8439.69%
View complete list of PACER FDS TR shareholders