HERON FINANCIAL GROUP, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 304 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2023$2,039,538
-12.6%
42,606
-14.3%
1.10%
-14.6%
Q1 2023$2,334,103
+31.9%
49,715
+30.1%
1.29%
+8.9%
Q4 2022$1,770,175
+33.4%
38,224
+18.1%
1.18%
+44.1%
Q3 2022$1,327,000
+100.5%
32,353
+110.4%
0.82%
+104.0%
Q2 2022$662,00015,3770.40%
Other shareholders
PACER FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 212,703$11,058,42910.27%
Wiser Wealth Management, Inc 446,392$23,042,7538.40%
RVW Wealth, LLC 721,095$37,489,7174.12%
WealthPLAN Partners, LLC 426,371$22,167,0222.28%
CAMPBELL CAPITAL MANAGEMENT INC 92,425$4,8052.25%
Modus Advisors, LLC 104,828$5,450,0082.21%
WealthPlan Investment Management, LLC 125,478$6,523,5811.04%
High Net Worth Advisory Group LLC 33,772$1,755,8060.65%
CHANNEL WEALTH LLC 14,739$766,2810.36%
Lowe Wealth Advisors, LLC 7,955$413,5800.20%
View complete list of PACER FDS TR shareholders