Clearstead Advisors, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 307 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
Clearstead Advisors, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$30,515
-92.0%
560
-93.1%
0.00%
-96.4%
Q1 2023$383,676
+1.5%
8,1720.0%0.03%
-6.7%
Q4 2022$377,955
+12.8%
8,1720.0%0.03%
-3.2%
Q3 2022$335,000
+181.5%
8,172
+194.8%
0.03%
+244.4%
Q2 2022$119,0002,7720.01%
Other shareholders
PACER FDS TR shareholders Q2 2022
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 574,159$24,729,00020.26%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,735,605$74,753,00017.23%
Lee Financial Group Hawaii, Inc. 408,203$17,581,00017.14%
Presidio Capital Management, LLC 352,468$15,181,00016.30%
American Planning Services, Inc. 310,888$13,389,00014.90%
Brio Consultants, LLC 722,711$31,228,0007.09%
Pacific Wealth Management 145,794$6,279,0006.92%
IAM Advisory, LLC 381,342$16,424,0006.75%
Core Wealth Advisors, Inc. 248,545$10,705,0006.58%
Wiser Wealth Management, Inc 287,359$12,377,0006.41%
View complete list of PACER FDS TR shareholders