Arkadios Wealth Advisors - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 111 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$391,817
+64.5%
7,927
+59.3%
0.04%
+32.1%
Q2 2023$238,255
-10.0%
4,977
-11.7%
0.03%
-12.5%
Q1 2023$264,762
+8.4%
5,639
+6.8%
0.03%0.0%
Q4 2022$244,209
-41.7%
5,280
-45.7%
0.03%
-48.4%
Q2 2022$419,000
-65.2%
9,730
-59.7%
0.06%
-60.8%
Q1 2022$1,203,000
-29.9%
24,165
-33.7%
0.16%
-30.4%
Q4 2021$1,717,000
-25.7%
36,473
-31.1%
0.23%
-31.8%
Q3 2021$2,311,000
-13.0%
52,904
-14.8%
0.33%
+2.8%
Q2 2021$2,656,000
+31.7%
62,105
+25.2%
0.32%
-2.4%
Q1 2021$2,017,000
+19.8%
49,585
-1.2%
0.33%
-5.9%
Q4 2020$1,683,000
-93.2%
50,164
+5886.2%
0.35%
+2841.7%
Q3 2020$24,861,000
-29.1%
838
-35.9%
0.01%
-36.8%
Q2 2020$35,076,000
+43.7%
1,307
+18.3%
0.02%
+18.8%
Q1 2020$24,414,0001,1050.02%
Other shareholders
PACER FDS TR shareholders Q4 2021
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