Valtinson Bruner Financial Planning LLC - PACER FDS TR ownership

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%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$2,888,739
+4.2%
58,441
+0.9%
1.58%
+5.8%
Q2 2023$2,771,817
+4.5%
57,903
+2.5%
1.49%
-1.4%
Q1 2023$2,652,816
+489.0%
56,503
+502.9%
1.52%
+482.7%
Q4 2022$450,4189,3720.26%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 545,848$26,129,72823.88%
COLUMBIA ADVISORY PARTNERS LLC 266,796$12,771,52513.66%
CMC Financial Group 146,795$7,027,09113.36%
Provident Wealth Management, LLC 544,337$26,057,40712.83%
UNIQUE WEALTH, LLC 610,133$29,207,06912.76%
Presidio Capital Management, LLC 323,995$15,509,62312.42%
Requisite Capital Management, LLC 1,005,019$48,110,25812.23%
INSTRUMENTAL WEALTH, LLC 186,183$9,127,01610.97%
O'Brien Wealth Partners LLC 758,208$36,295,44110.68%
Clay Northam Wealth Management, LLC 189,362$9,064,7548.62%
View complete list of PACER FDS TR shareholders