Steward Partners Investment Advisory, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 42 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$22,067,495
+11.2%
446,439
+7.7%
0.34%
+13.8%
Q2 2023$19,848,434
-1.9%
414,632
-3.8%
0.30%
-8.0%
Q1 2023$20,232,262
+69.6%
430,932
+67.1%
0.32%
+59.6%
Q4 2022$11,928,511
+110.2%
257,914
+86.4%
0.20%
+91.5%
Q3 2022$5,676,000
+19.0%
138,373
+25.0%
0.11%
+21.8%
Q2 2022$4,768,000
+48.9%
110,706
+72.1%
0.09%
+74.0%
Q1 2022$3,203,000
+25.6%
64,342
+18.8%
0.05%
+28.2%
Q4 2021$2,550,000
+37.2%
54,151
+27.3%
0.04%
+21.9%
Q3 2021$1,859,000
+465.0%
42,549
+453.6%
0.03%
+433.3%
Q2 2021$329,000
-99.8%
7,686
+100.2%
0.01%
+500.0%
Q1 2021$156,212,000
+1562020.0%
3,840
+1180.0%
0.00%
Q4 2020$10,0003000.00%
Other shareholders
PACER FDS TR shareholders Q4 2020
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