Compass Advisory Group LLC - PACER FDS TR ownership

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PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

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Quarter-by-quarter ownership
Compass Advisory Group LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$929,577
-4.4%
18,806
-7.4%
0.49%
-4.7%
Q2 2023$971,959
+8.5%
20,304
+6.4%
0.51%
-2.1%
Q1 2023$895,503
+0.2%
19,074
+3.7%
0.52%
+1.9%
Q4 2022$894,090
+150.4%
18,386
+111.3%
0.51%
+156.5%
Q3 2022$357,000–8,700–0.20%–
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Other shareholders
PACER FDS TR shareholders Q3 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