SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$4,193,631
+3.8%
84,839
+0.5%
1.42%
+6.8%
Q2 2023$4,040,697
+5.5%
84,409
+3.4%
1.33%
-4.0%
Q1 2023$3,831,208
+2.6%
81,601
+1.0%
1.39%
-5.4%
Q4 2022$3,735,090
+17.1%
80,759
+3.9%
1.47%
+3.6%
Q3 2022$3,190,000
-3.9%
77,759
+0.8%
1.42%
+6.1%
Q2 2022$3,321,00077,1151.33%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 409,722$17,528,00012.63%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 743,631$31,812,0007.47%
HARVEST GROUP WEALTH MANAGEMENT, LLC 143,748$6,150,0003.66%
ACG Wealth 287,604$12,304,0001.56%
HBW ADVISORY SERVICES LLC 40,503$1,733,0000.46%
Fulcrum Equity Management 22,565$965,0000.36%
Hilltop Holdings Inc. 68,720$2,940,0000.33%
Arkadios Wealth Advisors 62,105$2,656,0000.32%
Cetera Advisor Networks LLC 488,109$20,881,0000.30%
Hochman Cole Investment Advisors, Inc. 13,248$567,0000.23%
View complete list of PACER FDS TR shareholders