Cresset Asset Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 503 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 1.1%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$5,412,140
+75.7%
109,491
+70.2%
0.02%
+425.0%
Q2 2023$3,079,517
+17.7%
64,331
+15.5%
0.00%
-92.3%
Q1 2023$2,615,910
+24.2%
55,716
+19.5%
0.05%
+92.6%
Q4 2022$2,106,649
+4.8%
46,639
-4.8%
0.03%
+8.0%
Q3 2022$2,011,000
-0.9%
49,008
+4.0%
0.02%0.0%
Q2 2022$2,030,000
+78.2%
47,139
+106.1%
0.02%
+108.3%
Q1 2022$1,139,00022,8760.01%
Other shareholders
PACER FDS TR shareholders Q2 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