Realta Investment Advisors - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 197 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$3,070,580
+0.8%
64,144
+0.8%
0.70%
+6.0%
Q2 2023$3,045,453
+0.8%
63,619
-1.2%
0.66%
-9.4%
Q1 2023$3,021,884
-6.3%
64,364
-7.7%
0.73%
-6.6%
Q4 2022$3,226,089
+15.0%
69,753
+2.0%
0.79%
+6.9%
Q3 2022$2,805,000
+6.6%
68,380
+13.1%
0.74%
+14.0%
Q2 2022$2,632,000
+456.4%
60,444
+536.7%
0.64%
+586.2%
Q1 2022$473,0009,4940.09%
Other shareholders
PACER FDS TR shareholders Q1 2022
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