Activest Wealth Management - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
Activest Wealth Management ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$908
-85.8%
18
-86.8%
0.00%
-75.0%
Q1 2023$6,383
-95.7%
136
-95.8%
0.00%
-90.9%
Q4 2022$149,253
+14825.3%
3,227
+17827.8%
0.04%
Q3 2022$1,000180.00%
Other shareholders
PACER FDS TR shareholders Q3 2023
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