Kestra Advisory Services, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 449 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$44,047,567
+6.8%
891,110
+3.5%
0.43%
+4.8%
Q2 2023$41,229,330
-22.1%
861,277
-23.6%
0.41%
-28.0%
Q1 2023$52,938,218
+9.5%
1,127,544
+7.9%
0.57%
+33.8%
Q4 2022$48,329,678
-99.8%
1,044,966
-13.5%
0.43%
+61.9%
Q3 2022$24,802,778,000
+185883.6%
1,208,080
+290.2%
0.26%
+93.4%
Q2 2022$13,336,000
+12.9%
309,625
+30.5%
0.14%
+11.4%
Q1 2022$11,812,000
+54.9%
237,294
+46.6%
0.12%
+59.7%
Q4 2021$7,624,000
+86.0%
161,908
+72.6%
0.08%
+87.8%
Q3 2021$4,099,000
+23.9%
93,801
+21.3%
0.04%
+7.9%
Q2 2021$3,309,00077,3600.04%
Other shareholders
PACER FDS TR shareholders Q4 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