Worth Asset Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 200 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2023$72,906
-43.1%
1,523
-44.2%
0.06%
-42.3%
Q1 2023$128,080
+26.6%
2,728
+24.7%
0.10%
+36.6%
Q4 2022$101,195
+261.4%
2,188
+217.1%
0.07%
+255.0%
Q3 2022$28,000
-33.3%
690
-22.9%
0.02%
-25.9%
Q1 2022$42,0008950.03%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Presidio Capital Management, LLC 374,332$15,355,00016.48%
American Planning Services, Inc. 306$12,532,00015.55%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,493,298$61,255,00015.33%
Lee Financial Group Hawaii, Inc. 409,192$16,785,00013.51%
Requisite Capital Management, LLC 693,397$28,443,0009.60%
Echo Wealth Management, LLC 132,198$6,035,0007.94%
Core Wealth Advisors, Inc. 299,613$12,290,0007.16%
Annex Advisory Services, LLC 2,469,546$101,301,0006.83%
Wiser Wealth Management, Inc 312,434$12,816,0006.70%
IAM Advisory, LLC 374,193$15,349,0006.48%
View complete list of PACER FDS TR shareholders