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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,428 | +9.5% | 5,390 | +6.0% | 0.04% | +17.1% |
| Q2 2023 | $243,371 | +5.2% | 5,084 | +3.1% | 0.04% | 0.0% |
| Q1 2023 | $231,417 | +1.5% | 4,929 | 0.0% | 0.04% | -10.3% |
| Q4 2022 | $227,966 | +12.9% | 4,929 | 0.0% | 0.04% | +5.4% |
| Q3 2022 | $202,000 | -4.3% | 4,929 | +9.9% | 0.04% | +37.0% |
| Q1 2022 | $211,000 | 0.0% | 4,484 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $211,000 | – | 4,484 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ODonnell Financial Services, LLC | 574,159 | $24,729,000 | 20.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,735,605 | $74,753,000 | 17.23% |
| Lee Financial Group Hawaii, Inc. | 408,203 | $17,581,000 | 17.14% |
| Presidio Capital Management, LLC | 352,468 | $15,181,000 | 16.30% |
| American Planning Services, Inc. | 310,888 | $13,389,000 | 14.90% |
| Brio Consultants, LLC | 722,711 | $31,228,000 | 7.09% |
| Pacific Wealth Management | 145,794 | $6,279,000 | 6.92% |
| IAM Advisory, LLC | 381,342 | $16,424,000 | 6.75% |
| Core Wealth Advisors, Inc. | 248,545 | $10,705,000 | 6.58% |
| Wiser Wealth Management, Inc | 287,359 | $12,377,000 | 6.41% |