Lodestone Wealth Management LLC - 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
Lodestone Wealth Management LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$3,514,534
+74.4%
75,319
+78.9%
2.46%
+78.2%
Q2 2023$2,015,558
+26.7%
42,105
+24.3%
1.38%
+12.6%
Q1 2023$1,590,248
+16.7%
33,871
+15.0%
1.23%
+11.6%
Q4 2022$1,362,30229,4551.10%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 409,722$17,528,00012.63%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 743,631$31,812,0007.47%
HARVEST GROUP WEALTH MANAGEMENT, LLC 143,748$6,150,0003.66%
ACG Wealth 287,604$12,304,0001.56%
HBW ADVISORY SERVICES LLC 40,503$1,733,0000.46%
Fulcrum Equity Management 22,565$965,0000.36%
Hilltop Holdings Inc. 68,720$2,940,0000.33%
Arkadios Wealth Advisors 62,105$2,656,0000.32%
Cetera Advisor Networks LLC 488,109$20,881,0000.30%
Hochman Cole Investment Advisors, Inc. 13,248$567,0000.23%
View complete list of PACER FDS TR shareholders