Modern Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 729 filers reported holding PACER FDS TR in Q2 2024. The put-call ratio across all filers is 0.20 and the average weighting 1.2%.

Quarter-by-quarter ownership
Modern Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$24,125,438
-2.8%
442,750
-0.5%
1.76%
-21.0%
Q1 2024$24,814,895
+17.7%
444,871
+9.7%
2.23%
-20.9%
Q4 2023$21,091,236405,6792.82%
Other shareholders
PACER FDS TR shareholders Q2 2024
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,605,003$79,897,00014.64%
Lee Financial Group Hawaii, Inc. 417,979$20,807,00014.18%
WJ Wealth Management, LLC 330,777$16,469,00010.95%
IAM Advisory, LLC 364,007$18,120,0007.36%
ODonnell Financial Services, LLC 314,204$15,641,0007.12%
Paragon Wealth Strategies, LLC 510,724$25,424,0006.66%
RiverTree Advisors, LLC 177,160$8,819,0005.94%
Carlson Capital Management 1,243,499$61,901,0005.17%
AlphaCore Capital LLC 230,992$11,499,0004.46%
MMA ASSET MANAGEMENT LLC 111,011$5,218,0004.12%
View complete list of PACER FDS TR shareholders