CHANNEL WEALTH LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 13 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.

Quarter-by-quarter ownership
CHANNEL WEALTH LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$766,281
+0.3%
14,739
-4.6%
0.36%
-15.4%
Q3 2023$763,891
-3.3%
15,454
-6.4%
0.43%
-5.7%
Q2 2023$790,286
-3.1%
16,509
-5.0%
0.45%
-13.5%
Q1 2023$815,56817,3710.52%
Other shareholders
PACER FDS TR shareholders Q4 2023
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