WealthPlan Investment Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 304 filers reported holding PACER FDS TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$6,523,581
+10.0%
125,478
+4.6%
1.04%
-0.3%
Q3 2023$5,930,319
+23.4%
119,974
+21.6%
1.05%
-26.9%
Q2 2023$4,804,660
-24.1%
98,644
-26.8%
1.43%
+31.5%
Q1 2023$6,331,216
-76.4%
134,850
-74.8%
1.09%
-41.8%
Q4 2022$26,801,401
+11.0%
535,921
+5.7%
1.87%
+6.3%
Q3 2022$24,135,000
+57.4%
507,240
+58.7%
1.76%
+65.6%
Q1 2022$15,336,000319,5551.06%
Other shareholders
PACER FDS TR shareholders Q2 2022
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