Patriot Financial Group Insurance Agency, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$4,191,651
+11.3%
84,800
+7.8%
0.87%
+22.1%
Q2 2023$3,766,525
+8.8%
78,682
+6.7%
0.71%
+1.1%
Q1 2023$3,462,874
-2.2%
73,757
-3.7%
0.70%
+47.5%
Q4 2022$3,542,568
+73.0%
76,596
+53.4%
0.48%
-4.6%
Q3 2022$2,048,000
+12.0%
49,919
+17.6%
0.50%
+34.5%
Q2 2022$1,828,000
+3.1%
42,431
+19.1%
0.37%
+17.4%
Q1 2022$1,773,000
+102.9%
35,625
+91.8%
0.32%
+117.9%
Q4 2021$874,000
+55.2%
18,571
+44.2%
0.14%
+45.0%
Q3 2021$563,000
-22.5%
12,881
-24.1%
0.10%
-24.8%
Q2 2021$726,000
+1323.5%
16,977
+1246.3%
0.13%
+1008.3%
Q1 2021$51,000
+34.2%
1,261
+10.2%
0.01%
+20.0%
Q4 2020$38,000
+18.8%
1,144
+0.4%
0.01%0.0%
Q3 2020$32,000
+6.7%
1,139
+0.5%
0.01%
-9.1%
Q2 2020$30,000
+30.4%
1,133
+10.0%
0.01%0.0%
Q1 2020$23,000
-28.1%
1,030
+0.8%
0.01%
-8.3%
Q4 2019$32,000
+10.3%
1,022
+0.2%
0.01%
-7.7%
Q3 2019$29,0000.0%1,020
+0.2%
0.01%0.0%
Q2 2019$29,0000.0%1,018
+0.1%
0.01%
-13.3%
Q1 2019$29,000
+11.5%
1,017
+0.1%
0.02%
-11.8%
Q4 2018$26,000
-16.1%
1,016
+0.2%
0.02%
-10.5%
Q3 2018$31,000
+244.4%
1,014
+232.5%
0.02%
+90.0%
Q2 2018$9,000
-47.1%
305
-49.6%
0.01%
-23.1%
Q1 2018$17,000
-5.6%
6050.0%0.01%0.0%
Q4 2017$18,000
+12.5%
605
+0.3%
0.01%
-7.1%
Q3 2017$16,0000.0%603
+0.5%
0.01%
-17.6%
Q2 2017$16,000
+220.0%
600
+200.0%
0.02%
+240.0%
Q1 2017$5,0002000.01%
Other shareholders
PACER FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 212,703$11,058,42910.27%
Wiser Wealth Management, Inc 446,392$23,042,7538.40%
RVW Wealth, LLC 721,095$37,489,7174.12%
WealthPLAN Partners, LLC 426,371$22,167,0222.28%
CAMPBELL CAPITAL MANAGEMENT INC 92,425$4,8052.25%
Modus Advisors, LLC 104,828$5,450,0082.21%
WealthPlan Investment Management, LLC 125,478$6,523,5811.04%
High Net Worth Advisory Group LLC 33,772$1,755,8060.65%
CHANNEL WEALTH LLC 14,739$766,2810.36%
Lowe Wealth Advisors, LLC 7,955$413,5800.20%
View complete list of PACER FDS TR shareholders