INVESTMENT ADVISORY SERVICES INC /TX /ADV - 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
INVESTMENT ADVISORY SERVICES INC /TX /ADV ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$4,895,422
+23.6%
99,037
+19.7%
2.11%
+26.0%
Q2 2023$3,959,426
+503.8%
82,712
+492.2%
1.67%
+417.6%
Q1 2023$655,769
+55.2%
13,967
+129.2%
0.32%
+48.8%
Q4 2022$422,6496,0940.22%
Other shareholders
PACER FDS TR shareholders Q3 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