Orion Portfolio Solutions, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 84 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$23,691,600
+36.3%
479,296
+32.0%
0.29%
+54.6%
Q2 2023$17,380,462
+31.6%
363,076
+29.0%
0.18%
+13.5%
Q1 2023$13,209,390
+55.2%
281,350
+52.9%
0.16%
-45.3%
Q4 2022$8,509,044
+86.1%
183,979
+65.1%
0.30%
+64.6%
Q3 2022$4,572,000
+9.1%
111,466
+14.6%
0.18%
+7.7%
Q2 2022$4,189,000
+23.8%
97,268
+43.1%
0.17%
+41.2%
Q1 2022$3,384,000
+61.5%
67,978
+52.8%
0.12%
+70.0%
Q4 2021$2,095,000
+116.9%
44,479
+101.1%
0.07%
+94.4%
Q3 2021$966,000
+56.3%
22,114
+53.2%
0.04%
+50.0%
Q2 2021$618,00014,4390.02%
Other shareholders
PACER FDS TR shareholders Q3 2021
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