CALTON & ASSOCIATES, INC. - 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
CALTON & ASSOCIATES, INC. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$5,207,846
+44.3%
105,358
+39.8%
7.61%
+352.3%
Q2 2023$3,607,990
+4.5%
75,371
+2.5%
1.68%
+5.1%
Q1 2023$3,451,761
+5.9%
73,520
+4.4%
1.60%
+27.0%
Q4 2022$3,258,093
+66.8%
70,445
+48.0%
1.26%
+12.8%
Q3 2022$1,953,000
+64.5%
47,613
+72.7%
1.12%
+69.4%
Q2 2022$1,187,000
-14.4%
27,571
-1.1%
0.66%
+60.2%
Q1 2022$1,387,00027,8760.41%
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