Herold Advisors, Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 455 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
Herold Advisors, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$1,829,926
-1.4%
33,581
+5.2%
0.42%
-5.8%
Q1 2024$1,855,091
-2.7%
31,922
-13.0%
0.45%
-15.0%
Q4 2023$1,907,409
+7.6%
36,687
+2.3%
0.53%
-2.0%
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 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