Independent Advisor Alliance - 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
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 Q1 2023
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