PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 666 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is 0.15 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,114 | +17.6% | 112,204 | +25.5% | 0.08% | +11.9% |
| Q1 2024 | $5,197 | +236.8% | 89,431 | +201.3% | 0.07% | +219.0% |
| Q4 2023 | $1,543 | +56.2% | 29,682 | +48.5% | 0.02% | +40.0% |
| Q3 2023 | $988 | -8.0% | 19,985 | -11.0% | 0.02% | -11.8% |
| Q2 2023 | $1,074 | -0.6% | 22,443 | -2.6% | 0.02% | -10.5% |
| Q1 2023 | $1,081 | -99.9% | 23,034 | +9.2% | 0.02% | +11.8% |
| Q4 2022 | $976,000 | -99.7% | 21,094 | +169.7% | 0.02% | +183.3% |
| Q3 2022 | $321,000,000 | – | 7,821 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Presidio Capital Management, LLC | 374,332 | $15,355,000 | 16.48% |
| American Planning Services, Inc. | 306 | $12,532,000 | 15.55% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,493,298 | $61,255,000 | 15.33% |
| Lee Financial Group Hawaii, Inc. | 409,192 | $16,785,000 | 13.51% |
| Requisite Capital Management, LLC | 693,397 | $28,443,000 | 9.60% |
| Echo Wealth Management, LLC | 132,198 | $6,035,000 | 7.94% |
| Core Wealth Advisors, Inc. | 299,613 | $12,290,000 | 7.16% |
| Annex Advisory Services, LLC | 2,469,546 | $101,301,000 | 6.83% |
| Wiser Wealth Management, Inc | 312,434 | $12,816,000 | 6.70% |
| IAM Advisory, LLC | 374,193 | $15,349,000 | 6.48% |