PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 501 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,259,509 | -4.2% | 86,593 | -1.7% | 0.91% | +3.3% |
| Q2 2023 | $4,448,276 | +195.5% | 88,085 | +169.9% | 0.88% | +180.6% |
| Q1 2023 | $1,505,245 | +10.0% | 32,638 | +10.3% | 0.32% | +1.6% |
| Q4 2022 | $1,368,997 | +48.2% | 29,600 | +45.4% | 0.31% | +39.6% |
| Q3 2022 | $924,000 | -3.9% | 20,358 | -0.3% | 0.22% | +5.7% |
| Q2 2022 | $961,000 | +31.6% | 20,427 | +34.2% | 0.21% | +29.6% |
| Q1 2022 | $730,000 | – | 15,219 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 545,848 | $26,129,728 | 23.88% |
| COLUMBIA ADVISORY PARTNERS LLC | 266,796 | $12,771,525 | 13.66% |
| CMC Financial Group | 146,795 | $7,027,091 | 13.36% |
| Provident Wealth Management, LLC | 544,337 | $26,057,407 | 12.83% |
| UNIQUE WEALTH, LLC | 610,133 | $29,207,069 | 12.76% |
| Presidio Capital Management, LLC | 323,995 | $15,509,623 | 12.42% |
| Requisite Capital Management, LLC | 1,005,019 | $48,110,258 | 12.23% |
| INSTRUMENTAL WEALTH, LLC | 186,183 | $9,127,016 | 10.97% |
| O'Brien Wealth Partners LLC | 758,208 | $36,295,441 | 10.68% |
| Clay Northam Wealth Management, LLC | 189,362 | $9,064,754 | 8.62% |