Herold Advisors, Inc. - 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
Herold Advisors, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,771,917
+3.0%
35,847
-0.3%
0.54%
+2.3%
Q2 2023$1,720,418
+58.3%
35,940
+55.3%
0.53%
+40.2%
Q1 2023$1,086,481
+7.2%
23,141
+5.6%
0.38%
-12.4%
Q4 2022$1,013,629
+51.1%
21,916
+33.9%
0.43%
+32.8%
Q3 2022$671,000
+16.7%
16,369
+22.4%
0.32%
+26.2%
Q2 2022$575,000
-99.9%
13,370
+0.8%
0.26%
+8.9%
Q1 2022$660,472,000
+175557.4%
13,267
+66.0%
0.24%
+61.0%
Q4 2021$376,000
+7.7%
7,991
+0.1%
0.15%
+7.4%
Q3 2021$349,0007,9870.14%
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