Independent Advisor Alliance - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 43 filers reported holding PACER FDS TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$292,873
+38.4%
5,925
+34.0%
0.01%
+44.4%
Q2 2023$211,585
+2.0%
4,4200.0%0.01%
-10.0%
Q1 2023$207,519
-96.8%
4,420
-97.9%
0.01%
-96.4%
Q4 2019$6,429,000206,9140.28%
Other shareholders
PACER FDS TR shareholders Q4 2019
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